VFA
OASC

Values First Advisors’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Values First Advisors’s Portfolio OASC Stock Details OASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.7K Buy
829
+4
+0.5% +$121 0.01% 175
2025
Q4 		$24.3K Buy
+825
New +$23.9K 0.01% 177

Other funds holding OASC

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Values First Advisors's OASC Position: Q1 2026 in Review

Values First Advisors increased its OneAscent Enhanced Small and Mid Cap ETF (OASC) stake by 0.48% in Q1 2026, buying an estimated $121 and bringing the position to 829 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #175.

Values First Advisors first reported a position in OASC in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold OASC as of Q1 2026.

  • Values First Advisors held 829 shares of OneAscent Enhanced Small and Mid Cap ETF worth $24.7K as of Q1 2026.
  • Values First Advisors bought 4 OneAscent Enhanced Small and Mid Cap ETF shares in Q1 2026, an estimated $121.
  • OneAscent Enhanced Small and Mid Cap ETF made up 0.01% of Values First Advisors's portfolio in Q1 2026, its #175 holding.
  • Values First Advisors first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.