Oak Hill Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.3M	Buy	429,048 +16,050	+4%	+$1.23M	6.43%	4
2025 Q2	$30.2M	Buy	412,998 +23,532	+6%	+$1.55M	6.25%	4
2025 Q1	$24.1M	Buy	389,466 +7,146	+2%	+$482K	5.58%	5
2024 Q4	$26.2M	Buy	+382,320	New	+$25.7M	6.23%	5
2024 Q3	–	Sell	-55,536	Closed	-$3.44M	–	220
2024 Q2	$3.46M	Buy	+55,536	New	+$3.24M	1.05%	17
2024 Q1	–	Sell	-17,166	Closed	-$944K	–	205
2023 Q4	$889K	Buy	17,166 +144	+0.8%	+$6.95K	0.31%	41
2023 Q3	$773K	Sell	17,022 -1,272	-7%	-$60.1K	0.3%	42
2023 Q2	$863K	Buy	18,294 +234	+1%	+$10.1K	0.32%	41
2023 Q1	$751K	Sell	18,060 -12	-0.1%	-$467	0.3%	47
2022 Q4	$642K	Buy	+18,072	New	+$665K	0.27%	54

Other funds holding VUG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.9% in Q3 2025, buying an estimated $1.23M and bringing the position to 429,048 shares worth $34.3M. The position accounts for 6.43% of the portfolio, ranked #4.

Oak Hill Wealth Advisors first reported a position in VUG in Q4 2022 and has held it in 10 quarters since. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Oak Hill Wealth Advisors held 429,048 shares of Vanguard Morningstar Growth ETF worth $34.3M as of Q3 2025.
Oak Hill Wealth Advisors bought 16,050 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $1.23M.
Vanguard Morningstar Growth ETF made up 6.43% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #4 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 10 quarters since.
2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

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