OneDigital Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $602K | Sell |
12,864
-23,552
| -65% | -$1.1M | 0.01% | 959 |
|
|
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
OneDigital Investment Advisors's VMBS Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 65% in Q2 2026, selling an estimated $1.1M and leaving 12,864 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #959.
OneDigital Investment Advisors first reported a position in VMBS in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.74M in Q3 2024. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.
- OneDigital Investment Advisors held 12,864 shares of Vanguard Mortgage-Backed Securities ETF worth $602K as of Q2 2026.
- OneDigital Investment Advisors sold 23,552 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.1M.
- Vanguard Mortgage-Backed Securities ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #959 holding.
- OneDigital Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2017 and has held it in 33 quarters since.
- OneDigital Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $1.74M in Q3 2024.
- 714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.