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Oak Hill Wealth Advisors’s Vanguard 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
2024
Q4 		– Sell
-361,230
Closed -$23.1M – 239
2024
Q3 		$23.1M Buy
+361,230
New +$22.4M 5.7% 5
2024
Q2 		– Sell
-17,142
Closed -$983K – 212
2024
Q1 		$983K Buy
+17,142
New +$943K 0.31% 39

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Oak Hill Wealth Advisors increased its Vanguard 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. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Oak Hill Wealth Advisors held 429,048 shares of Vanguard Growth ETF worth $34.3M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 16,050 Vanguard Growth ETF shares in Q3 2025, an estimated $1.23M.
  • Vanguard 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 Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

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