Oak Hill Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Oak Hill Wealth Advisors’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.91M	Buy	69,308 +4,113	+6%	+$285K	0.92%	24
2025 Q2	$4.44M	Buy	65,195 +6,014	+10%	+$410K	0.92%	24
2025 Q1	$4.17M	Buy	59,181 +6,338	+12%	+$440K	0.97%	24
2024 Q4	$3.62M	Buy	+52,843	New	+$3.77M	0.86%	24
2024 Q3	–	Sell	-2,906	Closed	-$214K	–	135
2024 Q2	$204K	Buy	+2,906	New	+$203K	0.06%	111

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Hill Wealth Advisors's BLV Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 6.3% in Q3 2025, buying an estimated $285K and bringing the position to 69,308 shares worth $4.91M. The position accounts for 0.92% of the portfolio, ranked #24.

Oak Hill Wealth Advisors first reported a position in BLV in Q2 2024 and has held it in 5 quarters since. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

Oak Hill Wealth Advisors held 69,308 shares of Vanguard Long-Term Bond ETF worth $4.91M as of Q3 2025.
Oak Hill Wealth Advisors bought 4,113 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $285K.
Vanguard Long-Term Bond ETF made up 0.92% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #24 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 5 quarters since.
379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.