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OneDigital Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

OneDigital Investment Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.7M Sell
18,310
-60
-0.3% -$20.4K 0.06% 266
2026
Q1 		$5.55M Sell
18,370
-453
-2% -$142K 0.05% 264
2025
Q4 		$5.69M Sell
18,823
-9,110
-33% -$2.75M 0.06% 254
2025
Q3 		$8.31M Sell
27,933
-1,157
-4% -$334K 0.09% 187
2025
Q2 		$8.06M Sell
29,090
-2,955
-9% -$761K 0.09% 184
2025
Q1 		$8.07M Sell
32,045
-4,938
-13% -$1.37M 0.1% 177
2024
Q4 		$10.4M Buy
36,983
+1,426
+4% +$403K 0.12% 146
2024
Q3 		$9.51M Sell
35,557
-90
-0.3% -$23.1K 0.11% 161
2024
Q2 		$8.92M Buy
35,647
+24,200
+211% +$6.04M 0.11% 159
2024
Q1 		$2.98M Buy
11,447
+1,060
+10% +$260K 0.05% 263
2023
Q4 		$2.51M Buy
10,387
+143
+1% +$31K 0.04% 274
2023
Q3 		$2.19M Sell
10,244
-1,027
-9% -$233K 0.05% 268
2023
Q2 		$2.59M Sell
11,271
-1,382
-11% -$301K 0.06% 229
2023
Q1 		$2.74M Sell
12,653
-17,464
-58% -$3.78M 0.06% 224
2022
Q4 		$6.04M Buy
30,117
+23,298
+342% +$4.77M 0.18% 114
2022
Q3 		$1.33M Sell
6,819
-245
-3% -$52.6K 0.05% 245
2022
Q2 		$1.39M Sell
7,064
-146
-2% -$31.6K 0.06% 210
2022
Q1 		$1.79M Sell
7,210
-176
-2% -$43.3K 0.07% 181
2021
Q4 		$2.08M Sell
7,386
-513
-6% -$147K 0.07% 165
2021
Q3 		$2.21M Buy
7,899
+1,488
+23% +$426K 0.09% 146
2021
Q2 		$1.86M Buy
6,411
+748
+13% +$209K 0.08% 169
2021
Q1 		$1.55M Sell
5,663
-138
-2% -$38.9K 0.07% 185
2020
Q4 		$1.55M Buy
5,801
+385
+7% +$93.1K 0.08% 173
2020
Q3 		$1.16M Sell
5,416
-494
-8% -$104K 0.08% 182
2020
Q2 		$1.18M Hold
5,910
– – 0.09% 189
2020
Q1 		$888K Buy
5,910
+1,845
+45% +$342K 0.08% 207
2019
Q4 		$808K Sell
4,065
-26
-0.6% -$4.93K 0.06% 223
2019
Q3 		$745K Buy
4,091
+685
+20% +$128K 0.07% 212
2019
Q2 		$634K Buy
3,406
+3,271
+2,423% +$595K 0.05% 217
2019
Q1 		$24K Hold
135
– – ﹤0.01% 684
2018
Q4 		$20K Sell
135
-426
-76% -$70.3K ﹤0.01% 696
2018
Q3 		$105K Buy
561
+308
+122% +$56.6K 0.02% 265
2018
Q2 		$44K Hold
253
– – 0.01% 545
2018
Q1 		$42K Sell
253
-2
-0.8% -$330 0.01% 573
2017
Q4 		$58K Buy
255
+106
+71% +$16.7K 0.01% 465
2017
Q3 		$23K Sell
149
-103
-41% -$15.1K 0.01% 601
2017
Q2 		$37K Buy
+252
New +$36.1K 0.01% 558

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

OneDigital Investment Advisors's VBK Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.33% in Q2 2026, selling an estimated $20.4K and leaving 18,310 shares worth $6.7M. The position accounts for 0.06% of the portfolio, ranked #266.

OneDigital Investment Advisors first reported a position in VBK in Q2 2017 and has held it in 37 quarters since. The position peaked at $10.4M in Q4 2024. 932 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • OneDigital Investment Advisors held 18,310 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.7M as of Q2 2026.
  • OneDigital Investment Advisors sold 60 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $20.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #266 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $10.4M in Q4 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.