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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-987
Closed -$521K 234
2024
Q3
$521K Buy
+987
New +$502K 0.13% 71
2024
Q2
Sell
-899
Closed -$432K 208
2024
Q1
$432K Buy
+899
New +$411K 0.14% 70

Other funds holding VOO

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.