Oak Hill Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$21.5M	Buy	84,461 +5,134	+6%	+$1.27M	4.02%	8
2025 Q2	$19.2M	Buy	79,327 +3,399	+4%	+$758K	3.97%	9
2025 Q1	$16.8M	Buy	75,928 +2,061	+3%	+$492K	3.91%	8
2024 Q4	$17.7M	Buy	+73,867	New	+$18.2M	4.23%	9
2024 Q3	–	Sell	-60,748	Closed	-$13.8M	–	204
2024 Q2	$13.2M	Buy	+60,748	New	+$13.3M	4.01%	5
2024 Q1	–	Sell	-56,741	Closed	-$12.2M	–	192
2023 Q4	$12.1M	Buy	56,741 +1,198	+2%	+$231K	4.17%	5
2023 Q3	$10.5M	Buy	55,543 +2,210	+4%	+$440K	4.05%	5
2023 Q2	$10.6M	Buy	53,333 +2,154	+4%	+$407K	3.91%	6
2023 Q1	$9.7M	Buy	51,179 +301	+0.6%	+$58.4K	3.82%	6
2022 Q4	$9.34M	Buy	+50,878	New	+$9.43M	3.86%	5

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 6.5% in Q3 2025, buying an estimated $1.27M and bringing the position to 84,461 shares worth $21.5M. The position accounts for 4.02% of the portfolio, ranked #8.

Oak Hill Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 10 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Oak Hill Wealth Advisors held 84,461 shares of Vanguard Small-Cap ETF worth $21.5M as of Q3 2025.
Oak Hill Wealth Advisors bought 5,134 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $1.27M.
Vanguard Small-Cap ETF made up 4.02% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #8 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

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