OneDigital Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Buy	+3,508	New	+$398K	﹤0.01%	1110
2024 Q2	–	Sell	-3,634	Closed	-$309K	–	1403
2024 Q1	$309K	Sell	3,634 -10,042	-73%	-$809K	﹤0.01%	900
2023 Q4	$1.11M	Buy	13,676 +10,152	+288%	+$735K	0.02%	440
2023 Q3	$252K	Buy	3,524 +600	+21%	+$45.5K	0.01%	857
2023 Q2	$221K	Hold	2,924	–	–	﹤0.01%	925
2023 Q1	$211K	Buy	2,924 +13	+0.4%	+$966	﹤0.01%	898
2022 Q4	$205K	Sell	2,911 -91	-3%	-$6.54K	0.01%	772
2022 Q3	$200K	Buy	+3,002	New	+$221K	0.01%	713
2022 Q2	–	Sell	-2,904	Closed	-$241K	–	795
2022 Q1	$241K	Hold	2,904	–	–	0.01%	655
2021 Q4	$261K	Buy	2,904 +14	+0.5%	+$1.28K	0.01%	637
2021 Q3	$256K	Hold	2,890	–	–	0.01%	614
2021 Q2	$268K	Buy	+2,890	New	+$262K	0.01%	585

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

OneDigital Investment Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 3,508 shares worth $426K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in VTWO as recently as Q1 2024.

OneDigital Investment Advisors first reported a position in VTWO in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2023. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

OneDigital Investment Advisors held 3,508 shares of Vanguard Russell 2000 ETF worth $426K as of Q2 2026.
Vanguard Russell 2000 ETF was a new OneDigital Investment Advisors position in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1110 holding.
OneDigital Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and has held it in 12 quarters since.
OneDigital Investment Advisors's Vanguard Russell 2000 ETF position peaked at $1.11M in Q4 2023.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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