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Oak Hill Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Oak Hill Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.26M Buy
41,560
+25,232
+155% +$1.96M 0.61% 31
2025
Q2 		$1.25M Buy
+16,328
New +$1.25M 0.26% 51

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 155% in Q3 2025, buying an estimated $1.96M and bringing the position to 41,560 shares worth $3.26M. The position accounts for 0.61% of the portfolio, ranked #31.

Oak Hill Wealth Advisors first reported a position in VCRB in Q2 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold VCRB as of Q3 2025.

  • Oak Hill Wealth Advisors held 41,560 shares of Vanguard Core Bond ETF worth $3.26M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 25,232 Vanguard Core Bond ETF shares in Q3 2025, an estimated $1.96M.
  • Vanguard Core Bond ETF made up 0.61% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #31 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2025.

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