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OneDigital Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

OneDigital Investment Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$378K Buy
3,126
+893
+40% +$114K ﹤0.01% 1070
2025
Q4 		$298K Buy
2,233
+114
+5% +$14.8K ﹤0.01% 1213
2025
Q3 		$278K Sell
2,119
-2,125
-50% -$275K ﹤0.01% 1220
2025
Q2 		$540K Buy
4,244
+100
+2% +$11.9K 0.01% 872
2025
Q1 		$495K Sell
4,144
-5,104
-55% -$622K 0.01% 856
2024
Q4 		$1.09M Buy
9,248
+1,801
+24% +$213K 0.01% 608
2024
Q3 		$818K Buy
7,447
+15
+0.2% +$1.59K 0.01% 734
2024
Q2 		$742K Sell
7,432
-1,599
-18% -$160K 0.01% 732
2024
Q1 		$925K Sell
9,031
-4,202
-32% -$403K 0.01% 533
2023
Q4 		$1.22M Buy
13,233
+2,277
+21% +$191K 0.02% 411
2023
Q3 		$880K Buy
10,956
+243
+2% +$20.3K 0.02% 456
2023
Q2 		$870K Buy
10,713
+1,004
+10% +$78.8K 0.02% 445
2023
Q1 		$756K Sell
9,709
-32
-0.3% -$2.71K 0.02% 475
2022
Q4 		$806K Buy
9,741
+753
+8% +$62.2K 0.02% 406
2022
Q3 		$669K Buy
8,988
+442
+5% +$35.9K 0.02% 385
2022
Q2 		$660K Buy
8,546
+1,613
+23% +$136K 0.03% 349
2022
Q1 		$648K Buy
6,933
+2,077
+43% +$199K 0.02% 371
2021
Q4 		$469K Sell
4,856
-553
-10% -$53.9K 0.02% 467
2021
Q3 		$501K Buy
5,409
+584
+12% +$53.9K 0.02% 414
2021
Q2 		$436K Buy
4,825
+962
+25% +$86.9K 0.02% 447
2021
Q1 		$326K Buy
+3,863
New +$308K 0.02% 494
2019
Q3 		– Sell
-76
Closed -$5K – 1134
2019
Q2 		$5K Sell
76
-41
-35% -$2.78K ﹤0.01% 1052
2019
Q1 		$8K Hold
117
– – ﹤0.01% 930
2018
Q4 		$7K Buy
+117
New +$7.59K ﹤0.01% 922
2018
Q3 		– Sell
-117
Closed -$8K – 1253
2018
Q2 		$8K Hold
117
– – ﹤0.01% 1097
2018
Q1 		$8K Buy
+117
New +$8.44K ﹤0.01% 1081

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's VFH Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 40% in Q1 2026, buying an estimated $114K and bringing the position to 3,126 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

OneDigital Investment Advisors first reported a position in VFH in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.22M in Q4 2023. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • OneDigital Investment Advisors held 3,126 shares of Vanguard Financials ETF worth $378K as of Q1 2026.
  • OneDigital Investment Advisors bought 893 Vanguard Financials ETF shares in Q1 2026, an estimated $114K.
  • Vanguard Financials ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1070 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 26 quarters since.
  • OneDigital Investment Advisors's Vanguard Financials ETF position peaked at $1.22M in Q4 2023.
  • 740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.