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OneDigital Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

OneDigital Investment Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.2M Buy
224,961
+29,083
+15% +$10.4M 0.7% 29
2026
Q1 		$62.8M Buy
195,878
+3,663
+2% +$1.23M 0.61% 38
2025
Q4 		$64.4M Sell
192,215
-8,317
-4% -$2.77M 0.63% 35
2025
Q3 		$65.8M Buy
200,532
+20,422
+11% +$6.45M 0.68% 34
2025
Q2 		$54.7M Sell
180,110
-703
-0.4% -$198K 0.61% 38
2025
Q1 		$49.7M Sell
180,813
-13,415
-7% -$3.9M 0.59% 37
2024
Q4 		$56.3M Buy
194,228
+2,398
+1% +$700K 0.65% 33
2024
Q3 		$54.3M Buy
191,830
+2,432
+1% +$663K 0.62% 35
2024
Q2 		$50.7M Buy
189,398
+16,807
+10% +$4.35M 0.63% 35
2024
Q1 		$44.9M Buy
172,591
+18,982
+12% +$4.7M 0.7% 32
2023
Q4 		$36.4M Buy
153,609
+12,910
+9% +$2.85M 0.64% 35
2023
Q3 		$29.9M Buy
140,699
+1,296
+0.9% +$287K 0.65% 38
2023
Q2 		$30.7M Sell
139,403
-3,731
-3% -$778K 0.68% 35
2023
Q1 		$29.2M Buy
143,134
+5,323
+4% +$1.07M 0.69% 34
2022
Q4 		$26.3M Buy
137,811
+21,338
+18% +$4.11M 0.76% 29
2022
Q3 		$20.9M Buy
116,473
+36,640
+46% +$7.3M 0.78% 26
2022
Q2 		$15.1M Buy
79,833
+3,237
+4% +$665K 0.65% 24
2022
Q1 		$17.4M Buy
76,596
+5,875
+8% +$1.32M 0.66% 21
2021
Q4 		$17.1M Sell
70,721
-5,668
-7% -$1.34M 0.6% 25
2021
Q3 		$17M Sell
76,389
-1,947
-2% -$444K 0.67% 26
2021
Q2 		$17.5M Buy
78,336
+3,810
+5% +$827K 0.72% 25
2021
Q1 		$15.4M Sell
74,526
-9,852
-12% -$1.99M 0.72% 24
2020
Q4 		$16.5M Buy
84,378
+3,048
+4% +$557K 0.86% 21
2020
Q3 		$13.9M Buy
81,330
+5,072
+7% +$853K 0.96% 20
2020
Q2 		$12M Buy
76,258
+1,036
+1% +$153K 0.86% 22
2020
Q1 		$9.81M Buy
75,222
+6,805
+10% +$1.05M 0.87% 23
2019
Q4 		$11.2M Buy
68,417
+1,237
+2% +$194K 0.88% 21
2019
Q3 		$10.1M Buy
67,180
+3,978
+6% +$600K 0.91% 20
2019
Q2 		$9.49M Buy
63,202
+54,392
+617% +$8.01M 0.73% 24
2019
Q1 		$1.3M Buy
8,810
+2,989
+51% +$417K 0.19% 93
2018
Q4 		$743K Buy
5,821
+320
+6% +$44.2K 0.13% 124
2018
Q3 		$823K Sell
5,501
-5,561
-50% -$818K 0.19% 70
2018
Q2 		$1.55M Buy
11,062
+5,520
+100% +$770K 0.33% 51
2018
Q1 		$750K Buy
5,542
+125
+2% +$17.5K 0.16% 94
2017
Q4 		$744K Buy
5,417
+5,187
+2,255% +$694K 0.09% 97
2017
Q3 		$30K Sell
230
-5,036
-96% -$638K 0.01% 513
2017
Q2 		$655K Buy
+5,266
New +$649K 0.2% 86

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $10.4M and bringing the position to 224,961 shares worth $83.2M. The position accounts for 0.7% of the portfolio, ranked #29.

OneDigital Investment Advisors first reported a position in VTI in Q2 2017 and has held it in 37 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • OneDigital Investment Advisors held 224,961 shares of Vanguard Morningstar Total Stock Market ETF worth $83.2M as of Q2 2026.
  • OneDigital Investment Advisors bought 29,083 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.4M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.7% of OneDigital Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 37 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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