OneDigital Investment Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

OneDigital Investment Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$925K	Sell	7,883 -468	-6%	-$51.8K	0.01%	776
2026 Q1	$850K	Sell	8,351 -266	-3%	-$27.6K	0.01%	746
2025 Q4	$842K	Hold	8,617	–	–	0.01%	738
2025 Q3	$821K	Sell	8,617 -312	-3%	-$28.6K	0.01%	733
2025 Q2	$764K	Sell	8,929 -1,398	-14%	-$114K	0.01%	733
2025 Q1	$867K	Buy	10,327 +12	+0.1%	+$1.09K	0.01%	651
2024 Q4	$963K	Sell	10,315 -40	-0.4%	-$3.81K	0.01%	650
2024 Q3	$957K	Buy	10,355 +357	+4%	+$31.9K	0.01%	670
2024 Q2	$837K	Buy	9,998 +403	+4%	+$34.1K	0.01%	680
2024 Q1	$848K	Buy	9,595 +153	+2%	+$13K	0.01%	558
2023 Q4	$836K	Buy	+9,442	New	+$743K	0.01%	535

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 5.6% in Q2 2026, selling an estimated $51.8K and leaving 7,883 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #776.

OneDigital Investment Advisors first reported a position in VIOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $963K in Q4 2024. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

OneDigital Investment Advisors held 7,883 shares of Vanguard S&P Small-Cap 600 Value ETF worth $925K as of Q2 2026.
OneDigital Investment Advisors sold 468 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $51.8K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #776 holding.
OneDigital Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
OneDigital Investment Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $963K in Q4 2024.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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