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OneDigital Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

OneDigital Investment Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.12M Buy
25,168
+157
+0.6% +$36.5K 0.05% 278
2026
Q1 		$5.43M Sell
25,011
-908
-4% -$203K 0.05% 273
2025
Q4 		$5.49M Sell
25,919
-1,056
-4% -$221K 0.05% 261
2025
Q3 		$5.63M Sell
26,975
-1,862
-6% -$381K 0.06% 240
2025
Q2 		$5.62M Sell
28,837
-4,477
-13% -$829K 0.06% 234
2025
Q1 		$6.21M Sell
33,314
-5,341
-14% -$1.06M 0.07% 198
2024
Q4 		$7.66M Buy
38,655
+4,270
+12% +$877K 0.09% 177
2024
Q3 		$6.9M Buy
34,385
+4,231
+14% +$813K 0.08% 199
2024
Q2 		$5.5M Buy
30,154
+8,963
+42% +$1.66M 0.07% 218
2024
Q1 		$4.07M Buy
21,191
+1,832
+9% +$331K 0.06% 219
2023
Q4 		$3.48M Buy
19,359
+5,158
+36% +$842K 0.06% 228
2023
Q3 		$2.26M Sell
14,201
-607
-4% -$101K 0.05% 259
2023
Q2 		$2.45M Sell
14,808
-3,336
-18% -$525K 0.05% 242
2023
Q1 		$2.88M Buy
18,144
+308
+2% +$51K 0.07% 215
2022
Q4 		$2.83M Buy
17,836
+4,647
+35% +$740K 0.08% 202
2022
Q3 		$1.89M Sell
13,189
-679
-5% -$108K 0.07% 194
2022
Q2 		$2.08M Sell
13,868
-791
-5% -$130K 0.09% 152
2022
Q1 		$2.58M Buy
14,659
+953
+7% +$166K 0.1% 136
2021
Q4 		$2.45M Buy
13,706
+1,411
+11% +$251K 0.09% 150
2021
Q3 		$2.08M Buy
12,295
+284
+2% +$48.6K 0.08% 155
2021
Q2 		$2.09M Buy
12,011
+1,065
+10% +$185K 0.09% 157
2021
Q1 		$1.81M Sell
10,946
-149
-1% -$23.5K 0.08% 159
2020
Q4 		$1.58M Buy
11,095
+597
+6% +$77K 0.08% 170
2020
Q3 		$1.16M Sell
10,498
-1,721
-14% -$193K 0.08% 184
2020
Q2 		$1.31M Sell
12,219
-1,405
-10% -$141K 0.09% 179
2020
Q1 		$1.21M Buy
13,624
+6,853
+101% +$831K 0.11% 173
2019
Q4 		$928K Buy
6,771
+254
+4% +$33.7K 0.07% 203
2019
Q3 		$840K Sell
6,517
-6
-0.1% -$768 0.08% 195
2019
Q2 		$852K Buy
6,523
+2,604
+66% +$339K 0.07% 175
2019
Q1 		$505K Buy
3,919
+1,229
+46% +$156K 0.07% 171
2018
Q4 		$307K Sell
2,690
-1,448
-35% -$183K 0.05% 211
2018
Q3 		$576K Buy
4,138
+2,621
+173% +$368K 0.14% 95
2018
Q2 		$206K Sell
1,517
-410
-21% -$55K 0.04% 215
2018
Q1 		$249K Sell
1,927
-1,817
-49% -$241K 0.05% 195
2017
Q4 		$498K Buy
3,744
+1,366
+57% +$178K 0.06% 125
2017
Q3 		$304K Sell
2,378
-2,198
-48% -$271K 0.11% 114
2017
Q2 		$562K Buy
+4,576
New +$559K 0.17% 98

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.63% in Q2 2026, buying an estimated $36.5K and bringing the position to 25,168 shares worth $6.12M. The position accounts for 0.05% of the portfolio, ranked #278.

OneDigital Investment Advisors first reported a position in VBR in Q2 2017 and has held it in 37 quarters since. The position peaked at $7.66M in Q4 2024. 1,237 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • OneDigital Investment Advisors held 25,168 shares of Vanguard Morningstar Small-Cap Value ETF worth $6.12M as of Q2 2026.
  • OneDigital Investment Advisors bought 157 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $36.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $7.66M in Q4 2024.
  • 1,237 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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