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OneDigital Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

OneDigital Investment Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$583K Buy
1,869
+193
+12% +$62.7K 0.01% 884
2025
Q4 		$500K Buy
1,676
+134
+9% +$39.8K ﹤0.01% 945
2025
Q3 		$457K Buy
1,542
+1
+0.1% +$290 ﹤0.01% 974
2025
Q2 		$432K Sell
1,541
-35
-2% -$9.04K ﹤0.01% 970
2025
Q1 		$390K Sell
1,576
-282
-15% -$73K ﹤0.01% 962
2024
Q4 		$473K Buy
1,858
+17
+0.9% +$4.52K 0.01% 914
2024
Q3 		$479K Sell
1,841
-879
-32% -$215K 0.01% 952
2024
Q2 		$640K Buy
2,720
+102
+4% +$24.3K 0.01% 795
2024
Q1 		$639K Sell
2,618
-853
-25% -$194K 0.01% 653
2023
Q4 		$765K Buy
3,471
+717
+26% +$145K 0.01% 564
2023
Q3 		$537K Buy
2,754
+20
+0.7% +$4.1K 0.01% 613
2023
Q2 		$562K Buy
2,734
+80
+3% +$15.3K 0.01% 596
2023
Q1 		$506K Buy
2,654
+245
+10% +$46.5K 0.01% 617
2022
Q4 		$440K Buy
2,409
+279
+13% +$49.9K 0.01% 554
2022
Q3 		$336K Buy
2,130
+45
+2% +$7.84K 0.01% 565
2022
Q2 		$341K Buy
2,085
+189
+10% +$33.4K 0.01% 530
2022
Q1 		$369K Buy
1,896
+204
+12% +$39.2K 0.01% 533
2021
Q4 		$343K Buy
1,692
+154
+10% +$30.8K 0.01% 558
2021
Q3 		$289K Sell
1,538
-16
-1% -$3.14K 0.01% 585
2021
Q2 		$305K Buy
1,554
+103
+7% +$20.2K 0.01% 552
2021
Q1 		$275K Buy
+1,451
New +$258K 0.01% 534
2018
Q3 		– Sell
-67
Closed -$9K – 1256
2018
Q2 		$9K Hold
67
– – ﹤0.01% 1079
2018
Q1 		$9K Hold
67
– – ﹤0.01% 1060
2017
Q4 		$10K Buy
+67
New +$9.19K ﹤0.01% 974

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Vanguard Industrials ETF (VIS) stake by 12% in Q1 2026, buying an estimated $62.7K and bringing the position to 1,869 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #884.

OneDigital Investment Advisors first reported a position in VIS in Q4 2017 and has held it in 24 quarters since. The position peaked at $765K in Q4 2023. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • OneDigital Investment Advisors held 1,869 shares of Vanguard Industrials ETF worth $583K as of Q1 2026.
  • OneDigital Investment Advisors bought 193 Vanguard Industrials ETF shares in Q1 2026, an estimated $62.7K.
  • Vanguard Industrials ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #884 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Industrials ETF in Q4 2017 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's Vanguard Industrials ETF position peaked at $765K in Q4 2023.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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