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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
2024
Q4 		– Sell
-336,596
Closed -$22.2M – 233
2024
Q3 		$22.2M Buy
+336,596
New +$21.1M 5.47% 6
2024
Q2 		– Sell
-710,788
Closed -$44.4M – 207
2024
Q1 		$44.4M Buy
+710,788
New +$42M 14.16% 2

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
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.