Oak Hill Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$20.1M	Sell	142,348 -1,428	-1%	-$196K	3.76%	9
2025 Q2	$19.4M	Buy	143,776 +15,512	+12%	+$1.97M	4.01%	8
2025 Q1	$16.5M	Buy	128,264 +2,714	+2%	+$355K	3.84%	9
2024 Q4	$16M	Buy	+125,550	New	+$16.4M	3.82%	10
2024 Q3	–	Sell	-182,295	Closed	-$22.5M	–	225
2024 Q2	$21.6M	Buy	+182,295	New	+$21.6M	6.55%	4
2024 Q1	–	Sell	-180,746	Closed	-$20.7M	–	210
2023 Q4	$20.2M	Buy	180,746 +7,649	+4%	+$804K	6.95%	4
2023 Q3	$17.9M	Buy	173,097 +4,541	+3%	+$487K	6.9%	4
2023 Q2	$17.9M	Buy	168,556 +7,622	+5%	+$799K	6.6%	4
2023 Q1	$17M	Buy	160,934 +4,530	+3%	+$487K	6.69%	4
2022 Q4	$16.9M	Buy	+156,404	New	+$16.6M	6.99%	4

Other funds holding VYM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Oak Hill Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.99% in Q3 2025, selling an estimated $196K and leaving 142,348 shares worth $20.1M. The position accounts for 3.76% of the portfolio, ranked #9.

Oak Hill Wealth Advisors first reported a position in VYM in Q4 2022 and has held it in 10 quarters since. The position peaked at $21.6M in Q2 2024. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Oak Hill Wealth Advisors held 142,348 shares of Vanguard High Dividend Yield ETF worth $20.1M as of Q3 2025.
Oak Hill Wealth Advisors sold 1,428 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $196K.
Vanguard High Dividend Yield ETF made up 3.76% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #9 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $21.6M in Q2 2024.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

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