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OneDigital Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

OneDigital Investment Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
36,416
+18,235
+100% +$861K 0.02% 518
2025
Q4 		$856K Sell
18,181
-15,347
-46% -$723K 0.01% 730
2025
Q3 		$1.57M Buy
33,528
+6,622
+25% +$307K 0.02% 511
2025
Q2 		$1.25M Sell
26,906
-4,111
-13% -$188K 0.01% 568
2025
Q1 		$1.44M Buy
31,017
+1,031
+3% +$47.1K 0.02% 495
2024
Q4 		$1.36M Sell
29,986
-6,868
-19% -$316K 0.02% 536
2024
Q3 		$1.74M Buy
36,854
+3,994
+12% +$186K 0.02% 477
2024
Q2 		$1.49M Buy
32,860
+585
+2% +$26.3K 0.02% 488
2024
Q1 		$1.47M Buy
32,275
+6,828
+27% +$311K 0.02% 403
2023
Q4 		$1.18M Buy
25,447
+14,944
+142% +$661K 0.02% 423
2023
Q3 		$460K Buy
10,503
+31
+0.3% +$1.4K 0.01% 675
2023
Q2 		$482K Sell
10,472
-120
-1% -$5.55K 0.01% 656
2023
Q1 		$493K Buy
10,592
+1,737
+20% +$80.6K 0.01% 625
2022
Q4 		$403K Sell
8,855
-1,349
-13% -$61.1K 0.01% 581
2022
Q3 		$460K Sell
10,204
-143
-1% -$6.81K 0.02% 486
2022
Q2 		$495K Buy
10,347
+1,185
+13% +$57.1K 0.02% 418
2022
Q1 		$459K Buy
9,162
+281
+3% +$14.4K 0.02% 463
2021
Q4 		$469K Sell
8,881
-2,685
-23% -$142K 0.02% 468
2021
Q3 		$616K Buy
11,566
+212
+2% +$11.3K 0.02% 370
2021
Q2 		$606K Buy
11,354
+3,716
+49% +$199K 0.03% 360
2021
Q1 		$408K Buy
7,638
+40
+0.5% +$2.15K 0.02% 426
2020
Q4 		$411K Buy
7,598
+23
+0.3% +$1.24K 0.02% 397
2020
Q3 		$411K Buy
+7,575
New +$412K 0.03% 344
2019
Q4 		– Sell
-7,292
Closed -$388K – 631
2019
Q3 		$388K Sell
7,292
-17,067
-70% -$905K 0.03% 326
2019
Q2 		$1.29M Buy
24,359
+11,752
+93% +$615K 0.1% 119
2019
Q1 		$660K Sell
12,607
-885
-7% -$45.8K 0.1% 151
2018
Q4 		$695K Buy
+13,492
New +$685K 0.12% 129
2018
Q3 		– Sell
-14,060
Closed -$723K – 1259
2018
Q2 		$723K Sell
14,060
-3,057
-18% -$157K 0.15% 89
2018
Q1 		$883K Sell
17,117
-181
-1% -$9.35K 0.19% 85
2017
Q4 		$907K Buy
17,298
+3,030
+21% +$159K 0.1% 79
2017
Q3 		$753K Buy
14,268
+3
+0% +$158 0.28% 51
2017
Q2 		$751K Buy
+14,265
New +$752K 0.22% 75

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 100% in Q1 2026, buying an estimated $861K and bringing the position to 36,416 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #518.

OneDigital Investment Advisors first reported a position in VMBS in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.74M in Q3 2024. 705 funds tracked by Wall St. Rank hold VMBS as of Q1 2026.

  • OneDigital Investment Advisors held 36,416 shares of Vanguard Mortgage-Backed Securities ETF worth $1.71M as of Q1 2026.
  • OneDigital Investment Advisors bought 18,235 Vanguard Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $861K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #518 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2017 and has held it in 32 quarters since.
  • OneDigital Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.74M in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2026.

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