Oak Hill Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$374K	Hold	2,852	–	–	0.07%	112
2025 Q2	$363K	Hold	2,852	–	–	0.08%	111
2025 Q1	$341K	Hold	2,852	–	–	0.08%	106
2024 Q4	$337K	Buy	+2,852	New	+$337K	0.08%	99
2024 Q3	–	Sell	-4,552	Closed	-$482K	–	208
2024 Q2	$455K	Buy	+4,552	New	+$454K	0.14%	70
2024 Q1	–	Sell	-4,852	Closed	-$466K	–	196
2023 Q4	$448K	Hold	4,852	–	–	0.15%	66
2023 Q3	$390K	Sell	4,852 -500	-9%	-$41.8K	0.15%	71
2023 Q2	$435K	Sell	5,352 -264	-5%	-$20.7K	0.16%	65
2023 Q1	$437K	Sell	5,616 -182	-3%	-$15.4K	0.17%	68
2022 Q4	$480K	Buy	+5,798	New	+$479K	0.2%	68

Other funds holding VFH

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oak Hill Wealth Advisors held its Vanguard Financials ETF (VFH) position steady in Q3 2025 at 2,852 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #112.

Oak Hill Wealth Advisors first reported a position in VFH in Q4 2022 and has held it in 10 quarters since. The position peaked at $480K in Q4 2022. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

Oak Hill Wealth Advisors held 2,852 shares of Vanguard Financials ETF worth $374K as of Q3 2025.
Oak Hill Wealth Advisors left its Vanguard Financials ETF share count unchanged in Q3 2025.
Vanguard Financials ETF made up 0.07% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #112 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Vanguard Financials ETF position peaked at $480K in Q4 2022.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

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