Vanguard Advisers Inc
OALC icon

Vanguard Advisers Inc’s OneAscent Large Cap Core ETF OALC Stock Holding History

Vanguard Advisers Inc’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41 Hold
1
– – ﹤0.01% 711
2026
Q1 		$34 Buy
+1
New +$36 ﹤0.01% 665

Other funds holding OALC

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Vanguard Advisers Inc's OALC Position: Q2 2026 in Review

Vanguard Advisers Inc held its OneAscent Large Cap Core ETF (OALC) position steady in Q2 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Vanguard Advisers Inc first reported a position in OALC in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • Vanguard Advisers Inc held 1 share of OneAscent Large Cap Core ETF worth $41 as of Q2 2026.
  • Vanguard Advisers Inc left its OneAscent Large Cap Core ETF share count unchanged in Q2 2026.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of Vanguard Advisers Inc's portfolio in Q2 2026, its #711 holding.
  • Vanguard Advisers Inc first reported a position in OneAscent Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

Based on Vanguard Advisers Inc's 13F filing for Q2 2026, filed 13 Aug 2026.