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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
2024
Q4 		– Sell
-2,852
Closed -$313K – 226
2024
Q3 		$313K Buy
+2,852
New +$302K 0.08% 92
2024
Q2 		– Sell
-4,752
Closed -$487K – 203
2024
Q1 		$487K Buy
+4,752
New +$456K 0.16% 64

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
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
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.