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Disclosery

OneAscent Financial Services LLC: VTI position timeline

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

OneAscent Financial Services LLC held 46,238 VTI 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 46,238 shares
    Change vs previous 13F +212 shares

    0.65% of the 13F portfolio, value $17,109,963.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 41,409 shares
    • OneAscent Wealth Management LLC: 3,897 shares
    • OneAscent Family Office, LLC: 932 shares

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

  2. period ended2026-03-31
    13F 46,026 shares
    Change vs previous 13F +616 shares

    0.69% of the 13F portfolio, value $14,765,406.

    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: 42,003 shares
    • OneAscent Wealth Management LLC: 4,023 shares

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

  3. period ended2025-12-31
    13F 45,410 shares
    Change vs previous 13F +572 shares

    1.1% of the 13F portfolio, value $15,224,637.

    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: 41,341 shares
    • OneAscent Wealth Management LLC: 4,069 shares

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

  4. period ended2025-09-30
    13F/A 44,838 shares
    Change vs previous 13F -3,997 shares

    1.32% of the 13F portfolio, value $14,714,557.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 40,258 shares
    • OneAscent Wealth Management LLC: 4,580 shares

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

  5. period ended2025-06-30
    13F 48,835 shares
    Change vs previous 13F -41,539 shares

    0.89% of the 13F portfolio, value $14,845,000.

    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: 44,751 shares
    • OneAscent Wealth Management LLC: 4,084 shares

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

  6. period ended2025-03-31
    13F 90,374 shares
    Change vs previous 13F +42,142 shares

    1.41% of the 13F portfolio, value $24,844,000.

    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: 85,950 shares
    • OneAscent Wealth Management LLC: 4,424 shares

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

  7. period ended2024-12-31
    13F 48,232 shares
    Change vs previous 13F +43,541 shares

    0.99% of the 13F portfolio, value $13,978,000.

    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: 43,730 shares
    • OneAscent Wealth Management LLC: 4,502 shares

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

  8. period ended2024-09-30
    13F 4,691 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,332,000.

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

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