OneDigital Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9M	Sell	58,723 -46,462	-44%	-$10M	0.11%	169
2026 Q1	$21.4M	Sell	105,185 -39,098	-27%	-$8.18M	0.21%	98
2025 Q4	$29.6M	Sell	144,283 -4,132	-3%	-$837K	0.29%	74
2025 Q3	$29.6M	Sell	148,415 -1,283	-0.9%	-$249K	0.3%	68
2025 Q2	$28.2M	Buy	149,698 +5,979	+4%	+$1.08M	0.31%	62
2025 Q1	$26.5M	Buy	143,719 +343	+0.2%	+$64.2K	0.31%	64
2024 Q4	$26.5M	Sell	143,376 -6,008	-4%	-$1.15M	0.31%	61
2024 Q3	$28.5M	Buy	149,384 +10,924	+8%	+$2.01M	0.33%	60
2024 Q2	$24.3M	Buy	138,460 +11,484	+9%	+$2.02M	0.3%	62
2024 Q1	$22.9M	Sell	126,976 -25,568	-17%	-$4.39M	0.36%	59
2023 Q4	$25.6M	Sell	152,544 -5,113	-3%	-$795K	0.45%	48
2023 Q3	$23.4M	Sell	157,657 -27,079	-15%	-$4.23M	0.51%	46
2023 Q2	$28.8M	Sell	184,736 -21,123	-10%	-$3.14M	0.64%	37
2023 Q1	$30.2M	Buy	205,859 +537	+0.3%	+$78.4K	0.71%	33
2022 Q4	$28.8M	Buy	205,322 +94,387	+85%	+$13M	0.83%	27
2022 Q3	$13.8M	Sell	110,935 -20,244	-15%	-$2.77M	0.51%	38
2022 Q2	$17.4M	Buy	131,179 +129,019	+5,973%	+$18.4M	0.75%	22
2022 Q1	$326K	Buy	2,160 +821	+61%	+$122K	0.01%	572
2021 Q4	$203K	Buy	+1,339	New	+$197K	0.01%	729
2021 Q2	–	Sell	-2,088	Closed	-$285K	–	787
2021 Q1	$285K	Hold	2,088	–	–	0.01%	526
2020 Q4	$258K	Hold	2,088	–	–	0.01%	526
2020 Q3	$227K	Sell	2,088 -105	-5%	-$11.5K	0.02%	517
2020 Q2	$229K	Hold	2,193	–	–	0.02%	511
2020 Q1	$205K	Sell	2,193 -118	-5%	-$13.5K	0.02%	475
2019 Q4	$290K	Hold	2,311	–	–	0.02%	425
2019 Q3	$266K	Buy	2,311 +43	+2%	+$4.87K	0.02%	414
2019 Q2	$255K	Buy	+2,268	New	+$251K	0.02%	367

Other funds holding VOOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MAM

MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return

OneDigital Investment Advisors's VOOV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 44% in Q2 2026, selling an estimated $10M and leaving 58,723 shares worth $12.9M. The position accounts for 0.11% of the portfolio, ranked #169.

OneDigital Investment Advisors first reported a position in VOOV in Q2 2019 and has held it in 27 quarters since. The position peaked at $30.2M in Q1 2023. 330 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

OneDigital Investment Advisors held 58,723 shares of Vanguard S&P 500 Value ETF worth $12.9M as of Q2 2026.
OneDigital Investment Advisors sold 46,462 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $10M.
Vanguard S&P 500 Value ETF made up 0.11% of OneDigital Investment Advisors's portfolio in Q2 2026, its #169 holding.
OneDigital Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2019 and has held it in 27 quarters since.
OneDigital Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $30.2M in Q1 2023.
330 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.