Oak Hill Wealth Advisors, LLC Incresed Positions in Q2 2025

Oak Hill Wealth Advisors, LLC

  • $482 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
54.8K
+ 8.53%
$45.65 - $57.01 $2.5M - $3.12M
697K $39.7B
VUG
Vanguard Growth ETF

ETFs
3.92K
+ 6.04%
$329.49 - $438.4 $1.29M - $1.72M
68.8K $30.2B
VTV
Vanguard Value ETF

ETFs
14.1K
+ 6.85%
$153.67 - $176.74 $2.16M - $2.49M
219K $39.1B
VIG
Vanguard Dividend Appreciation

ETFs
7.95K
+ 5.04%
N/A
166K $34.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.5K
+ 12.09%
$114.78 - $133.31 $1.78M - $2.07M
144K $19.4B
VO
Vanguard Mid Cap ETF

ETFs
1.93K
+ 2.4%
$228.54 - $279.83 $442K - $541K
82.6K $23.3B
VB
Vanguard Small Cap ETF

ETFs
3.4K
+ 4.48%
$193.73 - $237.37 $658K - $807K
79.3K $19.2B
Allspring Exchange Traded Fu
62K
+ 669.85%
N/A
71.3K $1.76B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.38K
+ 10.87%
$65.84 - $80.81 $618K - $758K
95.7K $7.7B
BNDX
Vanguard Total International B

ETFs
17.8K
+ 4.45%
$48.77 - $49.55 $870K - $884K
418K $20.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.95K
+ 8.64%
$77.74 - $78.78 $773K - $783K
125K $9.77B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.18K
+ 4.26%
$75.29 - $91.16 $239K - $290K
77.8K $6.95B
VCIT
Vanguard Intermediate Term Cor

ETFs
7.57K
+ 5.68%
$79.56 - $82.92 $602K - $628K
141K $11.5B
Capital Group Dividend Growe
15.4K
+ 34.71%
N/A
59.6K $2.01B
AMT
American Tower Corp

Real Estate
2.5K
+ 188.54%
$203.96 - $228.19 $510K - $570K
3.83K $844M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.42K
+ 124.81%
N/A
15.2K $983M
JPM
Jpmorgan Chase & CO

Financial Services
101
+ 0.92%
$210.28 - $289.91 $21.2K - $29.3K
11.1K $3.13B
Vanguard Malvern Fds
5.42K
+ 91.26%
N/A
11.4K $874M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.23K
+ 9.61%
$45.2 - $46.6 $417K - $430K
105K $4.82B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.99K
+ 9.02%
$75.05 - $77.34 $374K - $386K
60.3K $4.61B
CGDV
Capital Group Divid Value ETF

ETFs
5.27K
+ 15.23%
$31.93 - $39.49 $168K - $208K
39.9K $1.6B
NSC
Norfolk Southern Corp

Industrials
900
+ 20.64%
$206.34 - $257.46 $186K - $232K
5.26K $1.37B
CGGR
Capital Group Growth ETF Shs C

ETFs
5.15K
+ 26.06%
$30.53 - $40.65 $157K - $209K
24.9K $1.01B
T
At&T Inc.

Communication Services
11.3K
+ 48.46%
$26.33 - $28.94 $297K - $326K
34.5K $976M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.01K
+ 10.16%
$66.5 - $71.25 $400K - $428K
65.2K $4.44B
RYT
Invesco S&P 500 Equal Weight T

ETFs
2.5K
+ 12.9%
N/A
21.9K $907M
CAT
Caterpillar Inc

Industrials
250
+ 12.7%
$273.94 - $388.21 $68.5K - $97.1K
2.22K $875M
MO
Altria Group, Inc.

Consumer Defensive
3.9K
+ 9.61%
$55.56 - $60.91 $217K - $237K
44.5K $2.65B
DUK
Duke Energy Corp

Utilities
1.91K
+ 33.57%
$112.46 - $124.05 $215K - $237K
7.6K $884M
GE
General Electric CO

Industrials
420
+ 23.26%
$166.81 - $257.39 $70.1K - $108K
2.23K $550M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.06K
+ 3.71%
$72.02 - $73.82 $221K - $226K
85.6K $6.23B
Blackrock Inc
15
+ 1.39%
N/A
1.09K $1.17B
C
Citigroup Inc

Financial Services
500
+ 6.55%
$58.13 - $85.12 $29.1K - $42.6K
8.13K $696M
QCOM
Qualcomm Inc

Technology
800
+ 21.26%
$124.66 - $159.48 $99.7K - $128K
4.56K $728M
SBUX
Starbucks Corp

Consumer Cyclical
1.93K
+ 15.78%
$79.69 - $99.41 $154K - $192K
14.2K $1.35B
BX
Blackstone Inc.

Financial Services
310
+ 7.54%
$120.07 - $151.11 $37.2K - $46.8K
4.42K $691M
PSX
Phillips 66

Energy
493
+ 6.23%
$92.87 - $125.73 $45.8K - $62K
8.41K $1.09B
MMM
3 M CO

Industrials
600
+ 18.15%
$126.09 - $154.15 $75.7K - $92.5K
3.91K $600M
CSX
Csx Corp

Industrials
1.56K
+ 19.94%
$26.69 - $32.91 $41.7K - $51.4K
9.39K $314M
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.11%
$81.79 - $99.98 $736 - $900
7.9K $767M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.7%
$456.74 - $568.03 $3.2K - $3.98K
1.01K $574M
AEP
American Electric Power CO Inc

Utilities
755
+ 21.76%
$98.59 - $109.11 $74.4K - $82.4K
4.22K $439M
VZ
Verizon Communications Inc

Communication Services
2.14K
+ 15.02%
$41.67 - $45.62 $89.2K - $97.7K
16.4K $706M
D
Dominion Energy, Inc

Utilities
907
+ 9.96%
$49.66 - $58.0 $45K - $52.6K
10K $564M
WFC
Wells Fargo & Company

Financial Services
44
+ 0.93%
$60.98 - $80.12 $2.68K - $3.53K
4.76K $389M
BAC
Bank Of America Corp

Financial Services
300
+ 4.75%
$34.39 - $47.46 $10.3K - $14.2K
6.62K $312M
SO
Southern CO

Utilities
400
+ 9.82%
$84.91 - $92.56 $34K - $37K
4.48K $408M
VGSH
Vanguard

ETFs
663
+ 2.25%
$58.32 - $58.95 $38.7K - $39.1K
30.1K $1.76B
O
Realty Income Corp

Real Estate
293
+ 2.86%
$52.27 - $58.52 $15.3K - $17.1K
10.6K $607M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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