OneDigital Investment Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1690370
OVERLAND PARK, KS
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$11,117,718
-$2,154,841 QoQ
Shares Held
42,447
-17.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,117,718 | 42,447 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,272,559 | 51,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,309,694 | 48,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,193,039 | 47,232 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,486,779 | 47,291 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,586,061 | 48,219 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,213,391 | 47,272 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,734,327 | 49,231 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,705,850 | 38,085 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,379,298 | 34,591 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,476,403 | 34,254 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,165,409 | 36,027 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,142,431 | 37,679 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,603,218 | 35,977 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,285,573 | 19,224 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,240,071 | 18,398 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,899,104 | 18,347 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,799,679 | 16,812 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $3,682,183 | 16,839 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,039,720 | 17,932 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,731,199 | 17,429 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,281,135 | 16,854 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,640,284 | 17,167 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,541,647 | 17,442 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,661,296 | 14,391 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||