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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$710K	Hold	3,400	–	–	0.13%	83
2025 Q2	$681K	Sell	3,400 -95	-3%	-$17.6K	0.14%	82
2025 Q1	$651K	Buy	3,495 +1	+0%	+$198	0.15%	69
2024 Q4	$692K	Buy	+3,494	New	+$717K	0.17%	63
2024 Q3	–	Sell	-3,394	Closed	-$652K	–	205
2024 Q2	$619K	Buy	+3,394	New	+$627K	0.19%	53
2024 Q1	–	Sell	-4,494	Closed	-$811K	–	193
2023 Q4	$809K	Buy	4,494 +94	+2%	+$15.3K	0.28%	43
2023 Q3	$702K	Buy	4,400 +26	+0.6%	+$4.35K	0.27%	46
2023 Q2	$724K	Sell	4,374 -26	-0.6%	-$4.09K	0.27%	48
2023 Q1	$699K	Buy	4,400 +100	+2%	+$16.6K	0.28%	51
2022 Q4	$683K	Buy	+4,300	New	+$685K	0.28%	53

Other funds holding VBR

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

Oak Hill Wealth Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q3 2025 at 3,400 shares worth $710K. The position accounts for 0.13% of the portfolio, ranked #83.

Oak Hill Wealth Advisors first reported a position in VBR in Q4 2022 and has held it in 10 quarters since. The position peaked at $809K in Q4 2023. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Oak Hill Wealth Advisors held 3,400 shares of Vanguard Small-Cap Value ETF worth $710K as of Q3 2025.
Oak Hill Wealth Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q3 2025.
Vanguard Small-Cap Value ETF made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #83 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $809K in Q4 2023.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

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