Oak Hill Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$29.3M	Sell	95,130 -1,420	-1%	-$420K	5.49%	5
2025 Q2	$27.6M	Sell	96,550 -1,971	-2%	-$519K	5.73%	5
2025 Q1	$25.3M	Sell	98,521 -2,290	-2%	-$620K	5.87%	4
2024 Q4	$27.2M	Buy	+100,811	New	+$27.3M	6.48%	3
2024 Q3	–	Sell	-236,699	Closed	-$60.1M	–	221
2024 Q2	$59.1M	Buy	+236,699	New	+$56.9M	17.91%	1
2024 Q1	–	Sell	-254,116	Closed	-$58.1M	–	206
2023 Q4	$55.4M	Buy	254,116 +1,456	+0.6%	+$298K	19.08%	1
2023 Q3	$49.4M	Buy	252,660 +6,545	+3%	+$1.33M	19.06%	1
2023 Q2	$49.9M	Buy	246,115 +4,764	+2%	+$913K	18.41%	1
2023 Q1	$45.1M	Buy	241,351 +8,842	+4%	+$1.61M	17.77%	1
2022 Q4	$40.5M	Buy	+232,509	New	+$40.8M	16.73%	1

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Oak Hill Wealth Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1.5% in Q3 2025, selling an estimated $420K and leaving 95,130 shares worth $29.3M. The position accounts for 5.49% of the portfolio, ranked #5.

Oak Hill Wealth Advisors first reported a position in VV in Q4 2022 and has held it in 10 quarters since. The position peaked at $59.1M in Q2 2024. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Oak Hill Wealth Advisors held 95,130 shares of Vanguard Large-Cap ETF worth $29.3M as of Q3 2025.
Oak Hill Wealth Advisors sold 1,420 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $420K.
Vanguard Large-Cap ETF made up 5.49% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #5 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Vanguard Large-Cap ETF position peaked at $59.1M in Q2 2024.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

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