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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
2024
Q4 		– Sell
-3,394
Closed -$681K – 223
2024
Q3 		$681K Buy
+3,394
New +$652K 0.17% 56
2024
Q2 		– Sell
-3,800
Closed -$729K – 200
2024
Q1 		$729K Buy
+3,800
New +$686K 0.23% 45

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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.