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OneDigital Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

OneDigital Investment Advisors’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.6M Sell
86,874
-13,810
-14% -$3.17M 0.17% 116
2026
Q1 		$21.7M Sell
100,684
-1,029
-1% -$229K 0.21% 96
2025
Q4 		$22.4M Sell
101,713
-1,327
-1% -$290K 0.22% 91
2025
Q3 		$22.2M Sell
103,040
-1,123
-1% -$236K 0.23% 88
2025
Q2 		$21.3M Buy
104,163
+2,682
+3% +$520K 0.24% 88
2025
Q1 		$19.7M Sell
101,481
-2,952
-3% -$587K 0.23% 88
2024
Q4 		$20.5M Sell
104,433
-3,979
-4% -$794K 0.24% 81
2024
Q3 		$21.5M Buy
108,412
+6,222
+6% +$1.18M 0.25% 81
2024
Q2 		$18.7M Buy
102,190
+11,975
+13% +$2.16M 0.23% 84
2024
Q1 		$16.5M Sell
90,215
-19,055
-17% -$3.35M 0.26% 83
2023
Q4 		$18.6M Sell
109,270
-10,196
-9% -$1.64M 0.33% 66
2023
Q3 		$18.6M Sell
119,466
-10,540
-8% -$1.71M 0.4% 57
2023
Q2 		$21.1M Sell
130,006
-14,445
-10% -$2.26M 0.47% 49
2023
Q1 		$22.2M Buy
144,451
+24,203
+20% +$3.71M 0.52% 47
2022
Q4 		$18.3M Buy
120,248
+28,148
+31% +$4.2M 0.53% 41
2022
Q3 		$12.4M Buy
92,100
+1,425
+2% +$212K 0.46% 44
2022
Q2 		$13M Buy
90,675
+63,205
+230% +$9.62M 0.56% 28
2022
Q1 		$4.45M Buy
27,470
+227
+0.8% +$36.6K 0.17% 86
2021
Q4 		$4.68M Buy
27,243
+1,396
+5% +$230K 0.17% 81
2021
Q3 		$3.97M Sell
25,847
-45
-0.2% -$7.17K 0.16% 88
2021
Q2 		$4.01M Buy
25,892
+64
+0.2% +$9.82K 0.17% 85
2021
Q1 		$3.8M Sell
25,828
-1,817
-7% -$258K 0.18% 82
2020
Q4 		$3.92M Buy
27,645
+413
+2% +$56K 0.2% 72
2020
Q3 		$3.5M Sell
27,232
-3,833
-12% -$482K 0.24% 77
2020
Q2 		$3.74M Sell
31,065
-94
-0.3% -$10.7K 0.27% 78
2020
Q1 		$3.32M Buy
31,159
+5,600
+22% +$668K 0.29% 74
2019
Q4 		$3.19M Sell
25,559
-7,103
-22% -$859K 0.25% 92
2019
Q3 		$3.91M Buy
32,662
+23,867
+271% +$2.82M 0.35% 66
2019
Q2 		$1.01M Sell
8,795
-24,372
-73% -$2.73M 0.08% 151
2019
Q1 		$3.68M Buy
33,167
+3,373
+11% +$356K 0.54% 48
2018
Q4 		$2.92M Buy
29,794
+10,559
+55% +$1.1M 0.49% 52
2018
Q3 		$2.13M Buy
19,235
+1,699
+10% +$183K 0.5% 36
2018
Q2 		$1.78M Sell
17,536
-1,490
-8% -$152K 0.37% 46
2018
Q1 		$1.92M Sell
19,026
-153
-0.8% -$15.9K 0.42% 50
2017
Q4 		$163K Buy
19,179
+17,565
+1,088% +$1.73M 0.02% 251
2017
Q3 		$153K Sell
1,614
-17,111
-91% -$1.6M 0.06% 165
2017
Q2 		$1.74M Buy
+18,725
New +$1.72M 0.52% 40

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q2 2026, selling an estimated $3.17M and leaving 86,874 shares worth $20.6M. The position accounts for 0.17% of the portfolio, ranked #116.

OneDigital Investment Advisors first reported a position in VIG in Q2 2017 and has held it in 37 quarters since. The position peaked at $22.4M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • OneDigital Investment Advisors held 86,874 shares of Vanguard Dividend Appreciation ETF worth $20.6M as of Q2 2026.
  • OneDigital Investment Advisors sold 13,810 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.17M.
  • Vanguard Dividend Appreciation ETF made up 0.17% of OneDigital Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $22.4M in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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