OneDigital Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.77M | Sell |
19,085
-36
| -0.2% | -$6.96K | 0.03% | 364 |
|
|
2026
Q1 | $3.52M | Buy |
19,121
+740
| +4% | +$138K | 0.03% | 346 |
|
|
2025
Q4 | $3.26M | Buy |
18,381
+1,655
| +10% | +$290K | 0.03% | 351 |
|
|
2025
Q3 | $2.92M | Buy |
16,726
+203
| +1% | +$34.5K | 0.03% | 349 |
|
|
2025
Q2 | $2.72M | Buy |
16,523
+403
| +3% | +$63.8K | 0.03% | 353 |
|
|
2025
Q1 | $2.59M | Buy |
16,120
+768
| +5% | +$126K | 0.03% | 342 |
|
|
2024
Q4 | $2.48M | Buy |
15,352
+705
| +5% | +$119K | 0.03% | 367 |
|
|
2024
Q3 | $2.46M | Buy |
14,647
+184
| +1% | +$29.3K | 0.03% | 386 |
|
|
2024
Q2 | $2.18M | Buy |
14,463
+3,527
| +32% | +$535K | 0.03% | 401 |
|
|
2024
Q1 | $1.7M | Buy |
10,936
+208
| +2% | +$30.5K | 0.03% | 376 |
|
|
2023
Q4 | $1.56M | Buy |
10,728
+5,396
| +101% | +$725K | 0.03% | 362 |
|
|
2023
Q3 | $698K | Sell |
5,332
-674
| -11% | -$93.4K | 0.02% | 534 |
|
|
2023
Q2 | $831K | Sell |
6,006
-348
| -5% | -$46.4K | 0.02% | 458 |
|
|
2023
Q1 | $852K | Buy |
6,354
+1,014
| +19% | +$141K | 0.02% | 438 |
|
|
2022
Q4 | $722K | Sell |
5,340
-732
| -12% | -$98.2K | 0.02% | 430 |
|
|
2022
Q3 | $739K | Sell |
6,072
-1,279
| -17% | -$173K | 0.03% | 364 |
|
|
2022
Q2 | $952K | Sell |
7,351
-209
| -3% | -$29.6K | 0.04% | 274 |
|
|
2022
Q1 | $1.13M | Buy |
7,560
+3,236
| +75% | +$476K | 0.04% | 245 |
|
|
2021
Q4 | $650K | Sell |
4,324
-23
| -0.5% | -$3.38K | 0.02% | 370 |
|
|
2021
Q3 | $607K | Sell |
4,347
-320
| -7% | -$45.5K | 0.02% | 373 |
|
|
2021
Q2 | $656K | Buy |
4,667
+181
| +4% | +$25.6K | 0.03% | 344 |
|
|
2021
Q1 | $605K | Buy |
4,486
+3
| +0.1% | +$384 | 0.03% | 340 |
|
|
2020
Q4 | $533K | Buy |
4,483
+1,141
| +34% | +$128K | 0.03% | 340 |
|
|
2020
Q3 | $339K | Buy |
3,342
+510
| +18% | +$51.7K | 0.02% | 391 |
|
|
2020
Q2 | $271K | Buy |
+2,832
| New | +$260K | 0.02% | 471 |
|
|
2019
Q3 | – | Sell |
-217
| Closed | -$24K | – | 1142 |
|
|
2019
Q2 | $24K | Buy |
217
+31
| +17% | +$3.4K | ﹤0.01% | 762 |
|
|
2019
Q1 | $20K | Hold |
186
| – | – | ﹤0.01% | 734 |
|
|
2018
Q4 | $18K | Sell |
186
-1,847
| -91% | -$194K | ﹤0.01% | 725 |
|
|
2018
Q3 | $229K | Hold |
2,033
| – | – | 0.05% | 160 |
|
|
2018
Q2 | $225K | Hold |
2,033
| – | – | 0.05% | 198 |
|
|
2018
Q1 | $222K | Buy |
2,033
+970
| +91% | +$109K | 0.05% | 213 |
|
|
2017
Q4 | $453K | Buy |
+1,063
| New | +$115K | 0.05% | 139 |
|
|
2017
Q3 | – | Sell |
-676
| Closed | -$70K | – | 1171 |
|
|
2017
Q2 | $70K | Buy |
+676
| New | +$69.1K | 0.02% | 389 |
|
Other funds holding VOE
EWA
OneDigital Investment Advisors's VOE Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.19% in Q2 2026, selling an estimated $6.96K and leaving 19,085 shares worth $3.77M. The position accounts for 0.03% of the portfolio, ranked #364.
OneDigital Investment Advisors first reported a position in VOE in Q2 2017 and has held it in 33 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- OneDigital Investment Advisors held 19,085 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.77M as of Q2 2026.
- OneDigital Investment Advisors sold 36 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $6.96K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #364 holding.
- OneDigital Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 33 quarters since.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.