OneDigital Investment Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Sell	889 -9	-1%	-$2.78K	﹤0.01%	1258
2025 Q4	$278K	Buy	898 +92	+11%	+$28.2K	﹤0.01%	1260
2025 Q3	$244K	Buy	806 +1	+0.1%	+$291	﹤0.01%	1319
2025 Q2	$226K	Buy	805 +1	+0.1%	+$260	﹤0.01%	1326
2025 Q1	$204K	Buy	804 +1	+0.1%	+$268	﹤0.01%	1322
2024 Q4	$214K	Buy	803 +1	+0.1%	+$268	﹤0.01%	1297
2024 Q3	$209K	Buy	+802	New	+$201K	﹤0.01%	1346
2019 Q3	–	Sell	-473	Closed	-$64K	–	1143
2019 Q2	$64K	Hold	473	–	–	0.01%	527
2019 Q1	$61K	Buy	473 +2	+0.4%	+$250	0.01%	458
2018 Q4	$54K	Buy	+471	New	+$58.1K	0.01%	441
2018 Q3	–	Sell	-464	Closed	-$58K	–	1262
2018 Q2	$58K	Hold	464	–	–	0.01%	461
2018 Q1	$56K	Buy	464 +2	+0.4%	+$251	0.01%	489
2017 Q4	$57K	Buy	462 +4	+0.9%	+$478	0.01%	471
2017 Q3	$53K	Buy	458 +2	+0.4%	+$226	0.02%	374
2017 Q2	$51K	Buy	+456	New	+$50.2K	0.02%	469

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 1% in Q1 2026, selling an estimated $2.78K and leaving 889 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

OneDigital Investment Advisors first reported a position in VONE in Q2 2017 and has held it in 15 quarters since. The position peaked at $278K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

OneDigital Investment Advisors held 889 shares of Vanguard Russell 1000 ETF worth $262K as of Q1 2026.
OneDigital Investment Advisors sold 9 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $2.78K.
Vanguard Russell 1000 ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1258 holding.
OneDigital Investment Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2017 and has held it in 15 quarters since.
OneDigital Investment Advisors's Vanguard Russell 1000 ETF position peaked at $278K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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