Oak Hill Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.65M	Sell	8,065 -47	-0.6%	-$14.8K	0.5%	35
2025 Q2	$2.48M	Sell	8,112 -254	-3%	-$71.4K	0.51%	31
2025 Q1	$2.3M	Sell	8,366 -267	-3%	-$77.6K	0.53%	33
2024 Q4	$2.5M	Buy	+8,633	New	+$2.52M	0.6%	29
2024 Q3	–	Sell	-8,931	Closed	-$2.44M	–	218
2024 Q2	$2.39M	Buy	+8,931	New	+$2.31M	0.72%	22
2024 Q1	–	Sell	-7,180	Closed	-$1.78M	–	203
2023 Q4	$1.7M	Buy	7,180 +311	+5%	+$68.8K	0.59%	21
2023 Q3	$1.46M	Buy	6,869 +1,416	+26%	+$313K	0.56%	25
2023 Q2	$1.24M	Buy	5,453 +213	+4%	+$44.4K	0.46%	29
2023 Q1	$1.07M	Sell	5,240 -331	-6%	-$66.3K	0.42%	31
2022 Q4	$1.07M	Buy	+5,571	New	+$1.07M	0.44%	35

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Oak Hill Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.58% in Q3 2025, selling an estimated $14.8K and leaving 8,065 shares worth $2.65M. The position accounts for 0.5% of the portfolio, ranked #35.

Oak Hill Wealth Advisors first reported a position in VTI in Q4 2022 and has held it in 10 quarters since. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Oak Hill Wealth Advisors held 8,065 shares of Vanguard Total Stock Market ETF worth $2.65M as of Q3 2025.
Oak Hill Wealth Advisors sold 47 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $14.8K.
Vanguard Total Stock Market ETF made up 0.5% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #35 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 10 quarters since.
3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

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