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OneDigital Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

OneDigital Investment Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.8M Buy
322,638
+14,166
+5% +$1.19M 0.23% 87
2026
Q1 		$22.5M Buy
308,472
+17,004
+6% +$1.32M 0.22% 88
2025
Q4 		$23.7M Buy
291,468
+20,190
+7% +$1.64M 0.23% 85
2025
Q3 		$21.7M Buy
271,278
+12,906
+5% +$986K 0.22% 93
2025
Q2 		$18.9M Buy
258,372
+9,048
+4% +$596K 0.21% 99
2025
Q1 		$15.4M Sell
249,324
-62,250
-20% -$4.2M 0.18% 113
2024
Q4 		$21.3M Sell
311,574
-41,010
-12% -$2.76M 0.25% 78
2024
Q3 		$22.6M Sell
352,584
-7,236
-2% -$449K 0.26% 76
2024
Q2 		$22.4M Buy
359,820
+233,064
+184% +$13.6M 0.28% 66
2024
Q1 		$7.27M Sell
126,756
-1,704
-1% -$93.7K 0.11% 163
2023
Q4 		$6.66M Buy
128,460
+29,058
+29% +$1.4M 0.12% 157
2023
Q3 		$4.51M Sell
99,402
-6,846
-6% -$323K 0.1% 164
2023
Q2 		$5.01M Buy
106,248
+7,488
+8% +$325K 0.11% 148
2023
Q1 		$4.11M Buy
98,760
+402
+0.4% +$15.6K 0.1% 163
2022
Q4 		$3.49M Buy
98,358
+26,706
+37% +$982K 0.1% 170
2022
Q3 		$2.56M Buy
71,652
+3,954
+6% +$159K 0.09% 156
2022
Q2 		$2.52M Buy
67,698
+2,874
+4% +$118K 0.11% 133
2022
Q1 		$3.11M Buy
64,824
+5,064
+8% +$240K 0.12% 114
2021
Q4 		$3.2M Sell
59,760
-3,006
-5% -$157K 0.11% 118
2021
Q3 		$3.04M Sell
62,766
-13,146
-17% -$654K 0.12% 111
2021
Q2 		$3.63M Buy
75,912
+17,712
+30% +$804K 0.15% 92
2021
Q1 		$2.49M Sell
58,200
-6,186
-10% -$265K 0.12% 126
2020
Q4 		$2.72M Buy
64,386
+8,706
+16% +$348K 0.14% 101
2020
Q3 		$2.11M Sell
55,680
-2,430
-4% -$89.7K 0.15% 117
2020
Q2 		$1.99M Sell
58,110
-1,554
-3% -$47.8K 0.14% 133
2020
Q1 		$1.64M Sell
59,664
-3,870
-6% -$116K 0.15% 140
2019
Q4 		$1.93M Buy
63,534
+1,260
+2% +$36.4K 0.15% 129
2019
Q3 		$1.73M Sell
62,274
-3,318
-5% -$92.1K 0.15% 121
2019
Q2 		$1.79M Buy
65,592
+8,220
+14% +$220K 0.14% 98
2019
Q1 		$1.52M Sell
57,372
-19,290
-25% -$476K 0.22% 84
2018
Q4 		$1.72M Buy
76,662
+2,796
+4% +$67.7K 0.29% 77
2018
Q3 		$1.98M Buy
73,866
+3,648
+5% +$95.4K 0.46% 39
2018
Q2 		$1.75M Sell
70,218
-1,338
-2% -$32.8K 0.37% 47
2018
Q1 		$1.69M Sell
71,556
-1,908
-3% -$46.5K 0.37% 53
2017
Q4 		$1.72M Buy
73,464
+32,352
+79% +$743K 0.2% 50
2017
Q3 		$910K Sell
41,112
-37,536
-48% -$816K 0.33% 38
2017
Q2 		$1.67M Buy
+78,648
New +$1.65M 0.5% 42

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

OneDigital Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.6% in Q2 2026, buying an estimated $1.19M and bringing the position to 322,638 shares worth $27.8M. The position accounts for 0.23% of the portfolio, ranked #87.

OneDigital Investment Advisors first reported a position in VUG in Q2 2017 and has held it in 37 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • OneDigital Investment Advisors held 322,638 shares of Vanguard Morningstar Growth ETF worth $27.8M as of Q2 2026.
  • OneDigital Investment Advisors bought 14,166 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.19M.
  • Vanguard Morningstar Growth ETF made up 0.23% of OneDigital Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 37 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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