Oak Hill Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$697K	Buy	1,139 +132	+13%	+$77.8K	0.13%	85
2025 Q2	$574K	Buy	1,007 +7	+0.7%	+$3.68K	0.12%	91
2025 Q1	$514K	Buy	1,000 +7	+0.7%	+$3.78K	0.12%	87
2024 Q4	$535K	Buy	+993	New	+$538K	0.13%	81
2024 Q3	–	Sell	-983	Closed	-$500K	–	216
2024 Q2	$492K	Buy	+983	New	+$473K	0.15%	65
2024 Q1	–	Sell	-964	Closed	-$441K	–	201
2023 Q4	$421K	Hold	964	–	–	0.15%	72
2023 Q3	$379K	Buy	964 +18	+2%	+$7.36K	0.15%	72
2023 Q2	$385K	Hold	946	–	–	0.14%	72
2023 Q1	$356K	Sell	946 -46	-5%	-$16.9K	0.14%	77
2022 Q4	$349K	Buy	+992	New	+$350K	0.14%	77

Other funds holding VOO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2025, buying an estimated $77.8K and bringing the position to 1,139 shares worth $697K. The position accounts for 0.13% of the portfolio, ranked #85.

Oak Hill Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 10 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Oak Hill Wealth Advisors held 1,139 shares of Vanguard S&P 500 ETF worth $697K as of Q3 2025.
Oak Hill Wealth Advisors bought 132 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $77.8K.
Vanguard S&P 500 ETF made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #85 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

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