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Disclosery

OneAscent Financial Services LLC: VUG position timeline

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

OneAscent Financial Services LLC held 71,969 VUG 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 71,969 shares
    Change vs previous 13F +57,777 shares

    0.3% of the 13F portfolio, value $6,199,446.

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

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

  2. period ended2026-03-31
    13F 14,192 shares
    Change vs previous 13F +3,003 shares

    0.34% of the 13F portfolio, value $6,198,865.

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

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

  3. period ended2025-12-31
    13F 11,189 shares
    Change vs previous 13F +1,265 shares

    0.5% of the 13F portfolio, value $5,458,657.

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

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

  4. period ended2025-09-30
    13F/A 9,924 shares
    Change vs previous 13F +430 shares

    0.58% of the 13F portfolio, value $4,759,756.

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

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

  5. period ended2025-06-30
    13F 9,494 shares
    Change vs previous 13F -4,016 shares

    0.3% of the 13F portfolio, value $4,157,000.

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

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

  6. period ended2025-03-31
    13F 13,510 shares
    Change vs previous 13F +7,797 shares

    0.33% of the 13F portfolio, value $5,016,000.

    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: 13,510 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 5,713 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,345,000.

    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: 5,216 shares
    • OneAscent Wealth Management LLC: 497 shares

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