Oak Hill Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$43.3M	Buy	232,281 +12,886	+6%	+$2.33M	8.12%	2
2025 Q2	$39.1M	Buy	219,395 +14,069	+7%	+$2.38M	8.1%	2
2025 Q1	$35.5M	Buy	205,326 +7,146	+4%	+$1.25M	8.23%	1
2024 Q4	$33.6M	Buy	+198,180	New	+$34.8M	8%	1
2024 Q3	–	Sell	-35,444	Closed	-$5.93M	–	219
2024 Q2	$5.69M	Buy	+35,444	New	+$5.67M	1.72%	14
2024 Q1	–	Sell	-7,236	Closed	-$1.12M	–	204
2023 Q4	$1.08M	Buy	7,236 +203	+3%	+$28.6K	0.37%	35
2023 Q3	$970K	Sell	7,033 -516	-7%	-$73.9K	0.37%	35
2023 Q2	$1.07M	Buy	7,549 +76	+1%	+$10.6K	0.4%	33
2023 Q1	$1.03M	Sell	7,473 -4	-0.1%	-$561	0.41%	35
2022 Q4	$1.05M	Buy	+7,477	New	+$1.03M	0.43%	36

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 5.9% in Q3 2025, buying an estimated $2.33M and bringing the position to 232,281 shares worth $43.3M. The position accounts for 8.12% of the portfolio, ranked #2.

Oak Hill Wealth Advisors first reported a position in VTV in Q4 2022 and has held it in 10 quarters since. 2,452 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

Oak Hill Wealth Advisors held 232,281 shares of Vanguard Morningstar Value ETF worth $43.3M as of Q3 2025.
Oak Hill Wealth Advisors bought 12,886 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $2.33M.
Vanguard Morningstar Value ETF made up 8.12% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #2 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 10 quarters since.
2,452 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

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