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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
2024
Q4 		– Sell
-106,156
Closed -$27.9M – 240
2024
Q3 		$27.9M Buy
+106,156
New +$26.9M 6.89% 3
2024
Q2 		– Sell
-258,196
Closed -$61.9M – 213
2024
Q1 		$61.9M Buy
+258,196
New +$59.1M 19.75% 1

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
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.