OIA
VT icon

OneDigital Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

OneDigital Investment Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.8M Sell
519,204
-10,112
-2% -$1.45M 0.7% 31
2025
Q4 		$74.7M Buy
529,316
+13,026
+3% +$1.82M 0.73% 28
2025
Q3 		$71.1M Sell
516,290
-1,424
-0.3% -$189K 0.73% 31
2025
Q2 		$66.5M Buy
517,714
+17,198
+3% +$2.06M 0.74% 31
2025
Q1 		$58M Buy
500,516
+9,058
+2% +$1.08M 0.69% 34
2024
Q4 		$57.7M Buy
491,458
+3,493
+0.7% +$419K 0.67% 32
2024
Q3 		$58.4M Buy
487,965
+6,622
+1% +$762K 0.67% 33
2024
Q2 		$54.2M Buy
481,343
+3,286
+0.7% +$362K 0.68% 34
2024
Q1 		$52.8M Buy
478,057
+356,227
+292% +$37.7M 0.83% 27
2023
Q4 		$12.5M Sell
121,830
-1,663
-1% -$160K 0.22% 97
2023
Q3 		$11.5M Buy
123,493
+100,291
+432% +$9.74M 0.25% 87
2023
Q2 		$2.25M Buy
23,202
+14,153
+156% +$1.33M 0.05% 256
2023
Q1 		$833K Buy
9,049
+1,471
+19% +$133K 0.02% 441
2022
Q4 		$653K Buy
7,578
+727
+11% +$62.1K 0.02% 449
2022
Q3 		$540K Buy
6,851
+3
+0% +$264 0.02% 434
2022
Q2 		$584K Sell
6,848
-586
-8% -$54.2K 0.03% 380
2022
Q1 		$753K Buy
7,434
+152
+2% +$15.4K 0.03% 340
2021
Q4 		$782K Buy
7,282
+61
+0.8% +$6.48K 0.03% 328
2021
Q3 		$735K Buy
7,221
+40
+0.6% +$4.19K 0.03% 328
2021
Q2 		$744K Buy
7,181
+126
+2% +$12.8K 0.03% 314
2021
Q1 		$686K Buy
7,055
+122
+2% +$11.7K 0.03% 314
2020
Q4 		$642K Buy
6,933
+3,682
+113% +$319K 0.03% 301
2020
Q3 		$262K Buy
3,251
+5
+0.2% +$401 0.02% 471
2020
Q2 		$243K Buy
+3,246
New +$229K 0.02% 499
2020
Q1 		– Sell
-2,529
Closed -$205K – 634
2019
Q4 		$205K Buy
+2,529
New +$197K 0.02% 519
2019
Q3 		– Sell
-1,173
Closed -$88K – 1151
2019
Q2 		$88K Sell
1,173
-491
-30% -$36.4K 0.01% 474
2019
Q1 		$122K Buy
1,664
+504
+43% +$35.8K 0.02% 348
2018
Q4 		$76K Sell
1,160
-87
-7% -$6.09K 0.01% 385
2018
Q3 		$95K Buy
1,247
+264
+27% +$19.9K 0.02% 284
2018
Q2 		$72K Sell
983
-202
-17% -$15.1K 0.02% 405
2018
Q1 		$87K Hold
1,185
– – 0.02% 380
2017
Q4 		$88K Sell
1,185
-153
-11% -$11.1K 0.01% 375
2017
Q3 		$95K Sell
1,338
-95
-7% -$6.59K 0.03% 241
2017
Q2 		$97K Buy
+1,433
New +$95.8K 0.03% 321

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q1 2026, selling an estimated $1.45M and leaving 519,204 shares worth $71.8M. The position accounts for 0.7% of the portfolio, ranked #31.

OneDigital Investment Advisors first reported a position in VT in Q2 2017 and has held it in 34 quarters since. The position peaked at $74.7M in Q4 2025. 1,230 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • OneDigital Investment Advisors held 519,204 shares of Vanguard Total World Stock ETF worth $71.8M as of Q1 2026.
  • OneDigital Investment Advisors sold 10,112 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.45M.
  • Vanguard Total World Stock ETF made up 0.7% of OneDigital Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2017 and has held it in 34 quarters since.
  • OneDigital Investment Advisors's Vanguard Total World Stock ETF position peaked at $74.7M in Q4 2025.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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