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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
2024
Q4 		– Sell
-187,185
Closed -$32.7M – 238
2024
Q3 		$32.7M Buy
+187,185
New +$31.3M 8.05% 1
2024
Q2 		– Sell
-7,124
Closed -$1.16M – 211
2024
Q1 		$1.16M Buy
+7,124
New +$1.1M 0.37% 34

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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.