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OneAscent Financial Services LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on VGIT, newest first. How the timeline and the estimate are built.

OneAscent Financial Services LLC held 583,399 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 583,399 shares
    Change vs previous 13F -169,479 shares

    1.26% of the 13F portfolio, value $34,408,862.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 250,582 shares
    • OneAscent Wealth Management LLC: 51,280 shares
    • OneAscent Investment Solutions LLC: 273,482 shares
    • OneAscent Family Office, LLC: 8,055 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 752,878 shares
    Change vs previous 13F +80,025 shares

    1.87% of the 13F portfolio, value $44,833,860.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 411,482 shares
    • OneAscent Wealth Management LLC: 64,271 shares
    • OneAscent Investment Solutions LLC: 268,378 shares
    • OneAscent Family Office, LLC: 8,747 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 672,853 shares
    Change vs previous 13F +68,419 shares

    2.48% of the 13F portfolio, value $40,324,129.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 332,737 shares
    • OneAscent Wealth Management LLC: 59,726 shares
    • OneAscent Investment Solutions LLC: 267,313 shares
    • OneAscent Family Office, LLC: 13,077 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 604,434 shares
    Change vs previous 13F -274,459 shares

    2.73% of the 13F portfolio, value $36,284,208.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 186,952 shares
    • OneAscent Wealth Management LLC: 130,948 shares
    • OneAscent Investment Solutions LLC: 263,438 shares
    • OneAscent Family Office, LLC: 23,096 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 878,893 shares
    Change vs previous 13F +179,127 shares

    2.81% of the 13F portfolio, value $52,541,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 405,381 shares
    • OneAscent Wealth Management LLC: 185,327 shares
    • OneAscent Investment Solutions LLC: 257,255 shares
    • OneAscent Family Office, LLC: 30,930 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 699,766 shares
    Change vs previous 13F -60,282 shares

    2.13% of the 13F portfolio, value $41,588,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 312,866 shares
    • OneAscent Wealth Management LLC: 117,717 shares
    • OneAscent Investment Solutions LLC: 245,327 shares
    • OneAscent Family Office, LLC: 23,856 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 760,048 shares
    Change vs previous 13F +473,553 shares

    2.99% of the 13F portfolio, value $44,083,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 469,048 shares
    • OneAscent Wealth Management LLC: 258,273 shares
    • OneAscent Family Office, LLC: 32,727 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 286,495 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $17,310,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 286,495 shares

    Acceptance time not in the bulk data set (spec §4.2).