OneDigital Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Sell	5,433 -17	-0.3%	-$5.67K	0.02%	522
2026 Q1	$1.63M	Buy	5,450 +66	+1%	+$20.6K	0.02%	542
2025 Q4	$1.69M	Sell	5,384 -80	-1%	-$25K	0.02%	506
2025 Q3	$1.68M	Sell	5,464 -145	-3%	-$42.9K	0.02%	491
2025 Q2	$1.6M	Buy	5,609 +1,455	+35%	+$383K	0.02%	491
2025 Q1	$1.07M	Buy	4,154 +1,317	+46%	+$357K	0.01%	586
2024 Q4	$765K	Sell	2,837 -53	-2%	-$14.4K	0.01%	728
2024 Q3	$761K	Sell	2,890 -356	-11%	-$90.3K	0.01%	762
2024 Q2	$810K	Buy	+3,246	New	+$780K	0.01%	694
2024 Q1	–	Sell	-1,341	Closed	-$293K	–	1164
2023 Q4	$293K	Buy	+1,341	New	+$274K	0.01%	917

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.31% in Q2 2026, selling an estimated $5.67K and leaving 5,433 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #522.

OneDigital Investment Advisors first reported a position in VV in Q4 2023 and has held it in 10 quarters since. 1,145 funds tracked by Wall St. Rank hold VV as of Q2 2026.

OneDigital Investment Advisors held 5,433 shares of Vanguard Morningstar Large-Cap ETF worth $1.87M as of Q2 2026.
OneDigital Investment Advisors sold 17 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5.67K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #522 holding.
OneDigital Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,145 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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