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

Oak Hill Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-96,664
Closed -$7.61M – 157
2024
Q3 		$7.61M Buy
+96,664
New +$7.53M 1.87% 15

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.