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Oak Hill Wealth Advisors’s Vanguard Morningstar 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
2024
Q4 		– Sell
-8,998
Closed -$2.55M – 237
2024
Q3 		$2.55M Buy
+8,998
New +$2.45M 0.63% 30
2024
Q2 		– Sell
-7,055
Closed -$1.83M – 210
2024
Q1 		$1.83M Buy
+7,055
New +$1.75M 0.58% 21

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Oak Hill Wealth Advisors reduced its Vanguard Morningstar 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. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Oak Hill Wealth Advisors held 8,065 shares of Vanguard Morningstar Total Stock Market ETF worth $2.65M as of Q3 2025.
  • Oak Hill Wealth Advisors sold 47 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $14.8K.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2022 and has held it in 10 quarters since.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

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