Oak Hill Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding VMBS
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Oak Hill Wealth Advisors's VMBS Position: Q3 2025 in Review
Oak Hill Wealth Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.6% in Q3 2025, buying an estimated $324K and bringing the position to 112,208 shares worth $5.27M. The position accounts for 0.99% of the portfolio, ranked #22.
Oak Hill Wealth Advisors first reported a position in VMBS in Q2 2024 and has held it in 5 quarters since. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.
- Oak Hill Wealth Advisors held 112,208 shares of Vanguard Mortgage-Backed Securities ETF worth $5.27M as of Q3 2025.
- Oak Hill Wealth Advisors bought 6,970 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $324K.
- Vanguard Mortgage-Backed Securities ETF made up 0.99% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #22 holding.
- Oak Hill Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 5 quarters since.
- 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.
Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.