Oak Hill Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.2M	Sell	330,204 -192	-0.1%	-$13.8K	4.54%	6
2025 Q2	$23.3M	Buy	330,396 +7,732	+2%	+$508K	4.83%	6
2025 Q1	$20.9M	Sell	322,664 -1,540	-0.5%	-$103K	4.84%	6
2024 Q4	$21.4M	Buy	+324,204	New	+$22M	5.1%	6
2024 Q3	–	Sell	-662,708	Closed	-$41.6M	–	215
2024 Q2	$40.1M	Buy	+662,708	New	+$40.3M	12.16%	2
2024 Q1	–	Sell	-688,124	Closed	-$40.7M	–	200
2023 Q4	$40M	Buy	688,124 +13,404	+2%	+$716K	13.78%	2
2023 Q3	$35.1M	Buy	674,720 +20,388	+3%	+$1.12M	13.54%	2
2023 Q2	$36M	Buy	654,332 +19,612	+3%	+$1.03M	13.29%	2
2023 Q1	$33.5M	Buy	634,720 +15,548	+3%	+$827K	13.19%	2
2022 Q4	$31.5M	Buy	+619,172	New	+$31.5M	13.03%	2

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Oak Hill Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 0.06% in Q3 2025, selling an estimated $13.8K and leaving 330,204 shares worth $24.2M. The position accounts for 4.54% of the portfolio, ranked #6.

Oak Hill Wealth Advisors first reported a position in VO in Q4 2022 and has held it in 10 quarters since. The position peaked at $40.1M in Q2 2024. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Oak Hill Wealth Advisors held 330,204 shares of Vanguard Mid-Cap ETF worth $24.2M as of Q3 2025.
Oak Hill Wealth Advisors sold 192 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $13.8K.
Vanguard Mid-Cap ETF made up 4.54% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #6 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $40.1M in Q2 2024.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

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