OHWA
VPLS

Oak Hill Wealth Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Oak Hill Wealth Advisors’s Portfolio VPLS Stock Details VPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.82M Buy
23,100
+11,739
+103% +$914K 0.34% 47
2025
Q2 		$874K Buy
11,361
+5,421
+91% +$416K 0.18% 67
2025
Q1 		$461K Buy
5,940
+135
+2% +$10.4K 0.11% 91
2024
Q4 		$441K Buy
+5,805
New +$449K 0.11% 89

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 103% in Q3 2025, buying an estimated $914K and bringing the position to 23,100 shares worth $1.82M. The position accounts for 0.34% of the portfolio, ranked #47.

Oak Hill Wealth Advisors first reported a position in VPLS in Q4 2024 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold VPLS as of Q3 2025.

  • Oak Hill Wealth Advisors held 23,100 shares of Vanguard Core Plus Bond ETF worth $1.82M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 11,739 Vanguard Core Plus Bond ETF shares in Q3 2025, an estimated $914K.
  • Vanguard Core Plus Bond ETF made up 0.34% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #47 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2025.

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