OneDigital Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Sell	2,295 -329	-13%	-$51.6K	﹤0.01%	1213
2026 Q1	$383K	Buy	2,624 +136	+5%	+$20.6K	﹤0.01%	1063
2025 Q4	$357K	Buy	+2,488	New	+$354K	﹤0.01%	1119
2024 Q4	–	Sell	-1,652	Closed	-$208K	–	1523
2024 Q3	$208K	Buy	+1,652	New	+$199K	﹤0.01%	1348
2022 Q1	–	Sell	-1,838	Closed	-$246K	–	849
2021 Q4	$246K	Buy	1,838 +5	+0.3%	+$676	0.01%	655
2021 Q3	$245K	Buy	1,833 +270	+17%	+$37.2K	0.01%	623
2021 Q2	$213K	Buy	+1,563	New	+$212K	0.01%	661
2019 Q3	–	Sell	-638	Closed	-$67K	–	1149
2019 Q2	$67K	Buy	638 +23	+4%	+$2.4K	0.01%	519
2019 Q1	$64K	Buy	615 +53	+9%	+$5.39K	0.01%	453
2018 Q4	$53K	Sell	562 -210	-27%	-$21.3K	0.01%	447
2018 Q3	$87K	Buy	772 +741	+2,390%	+$84.5K	0.02%	298
2018 Q2	$4K	Hold	31	–	–	﹤0.01%	1209
2018 Q1	$4K	Hold	31	–	–	﹤0.01%	1202
2017 Q4	$4K	Buy	+31	New	+$3.61K	﹤0.01%	1123
2017 Q3	–	Sell	-31	Closed	-$3K	–	1173
2017 Q2	$3K	Buy	+31	New	+$3.3K	﹤0.01%	1136

Other funds holding VSS

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 13% in Q2 2026, selling an estimated $51.6K and leaving 2,295 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

OneDigital Investment Advisors first reported a position in VSS in Q2 2017 and has held it in 15 quarters since. The position peaked at $383K in Q1 2026. 513 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

OneDigital Investment Advisors held 2,295 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $354K as of Q2 2026.
OneDigital Investment Advisors sold 329 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $51.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1213 holding.
OneDigital Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2017 and has held it in 15 quarters since.
OneDigital Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $383K in Q1 2026.
513 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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