Oak Hill Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$35.6M	Sell	165,029 -756	-0.5%	-$159K	6.67%	3
2025 Q2	$34.1M	Buy	165,785 +7,952	+5%	+$1.54M	7.08%	3
2025 Q1	$30.6M	Buy	157,833 +6,901	+5%	+$1.37M	7.1%	3
2024 Q4	$29.6M	Buy	+150,932	New	+$30.1M	7.04%	2
2024 Q3	–	Sell	-195,951	Closed	-$37.3M	–	212
2024 Q2	$35.8M	Buy	+195,951	New	+$35.3M	10.84%	3
2024 Q1	–	Sell	-195,057	Closed	-$34.3M	–	198
2023 Q4	$33.2M	Buy	195,057 +128	+0.1%	+$20.6K	11.44%	3
2023 Q3	$30.3M	Buy	194,929 +2,892	+2%	+$469K	11.68%	3
2023 Q2	$31.2M	Buy	192,037 +3,644	+2%	+$571K	11.51%	3
2023 Q1	$29M	Buy	188,393 +1,379	+0.7%	+$211K	11.44%	3
2022 Q4	$28.4M	Buy	+187,014	New	+$27.9M	11.73%	3

Other funds holding VIG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Oak Hill Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.46% in Q3 2025, selling an estimated $159K and leaving 165,029 shares worth $35.6M. The position accounts for 6.67% of the portfolio, ranked #3.

Oak Hill Wealth Advisors first reported a position in VIG in Q4 2022 and has held it in 10 quarters since. The position peaked at $35.8M in Q2 2024. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Oak Hill Wealth Advisors held 165,029 shares of Vanguard Dividend Appreciation ETF worth $35.6M as of Q3 2025.
Oak Hill Wealth Advisors sold 756 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $159K.
Vanguard Dividend Appreciation ETF made up 6.67% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #3 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $35.8M in Q2 2024.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

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