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Oak Hill Wealth Advisors’s Vanguard Morningstar 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
2024
Q4 		– Sell
-71,258
Closed -$16.9M – 222
2024
Q3 		$16.9M Buy
+71,258
New +$16.2M 4.16% 9
2024
Q2 		– Sell
-58,132
Closed -$13.3M – 199
2024
Q1 		$13.3M Buy
+58,132
New +$12.5M 4.24% 5

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard Morningstar 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. 2,197 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Oak Hill Wealth Advisors held 84,461 shares of Vanguard Morningstar Small-Cap ETF worth $21.5M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 5,134 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $1.27M.
  • Vanguard Morningstar 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 Morningstar Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

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