Oak Hill Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.4M Buy
131,704
+6,675
+5% +$525K 1.95% 14
2025
Q2
$9.77M Buy
125,029
+9,945
+9% +$778K 2.03% 14
2025
Q1
$9.01M Buy
115,084
+10,731
+10% +$833K 2.09% 14
2024
Q4
$8.06M Buy
+104,353
New +$8.1M 1.92% 15
2024
Q3
Sell
-6,203
Closed -$483K 139
2024
Q2
$476K Buy
+6,203
New +$473K 0.14% 67

Other funds holding BSV

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

Oak Hill Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.3% in Q3 2025, buying an estimated $525K and bringing the position to 131,704 shares worth $10.4M. The position accounts for 1.95% of the portfolio, ranked #14.

Oak Hill Wealth Advisors first reported a position in BSV in Q2 2024 and has held it in 5 quarters since. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Oak Hill Wealth Advisors held 131,704 shares of Vanguard Short-Term Bond ETF worth $10.4M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 6,675 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $525K.
  • Vanguard Short-Term Bond ETF made up 1.95% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #14 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

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