OneDigital Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$748K	Hold	2,256	–	–	0.01%	872
2026 Q1	$649K	Sell	2,256 -67	-3%	-$20.1K	0.01%	846
2025 Q4	$698K	Sell	2,323 -758	-25%	-$226K	0.01%	806
2025 Q3	$907K	Hold	3,081	–	–	0.01%	692
2025 Q2	$840K	Sell	3,081 -1	-0%	-$252	0.01%	698
2025 Q1	$761K	Buy	3,082 +1	+0%	+$261	0.01%	702
2024 Q4	$800K	Buy	+3,081	New	+$806K	0.01%	712

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

OneDigital Investment Advisors held its Vanguard Russell 3000 ETF (VTHR) position steady in Q2 2026 at 2,256 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #872.

OneDigital Investment Advisors first reported a position in VTHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $907K in Q3 2025. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

OneDigital Investment Advisors held 2,256 shares of Vanguard Russell 3000 ETF worth $748K as of Q2 2026.
OneDigital Investment Advisors left its Vanguard Russell 3000 ETF share count unchanged in Q2 2026.
Vanguard Russell 3000 ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #872 holding.
OneDigital Investment Advisors first reported a position in Vanguard Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
OneDigital Investment Advisors's Vanguard Russell 3000 ETF position peaked at $907K in Q3 2025.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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