Oak Hill Wealth Advisors, LLC Incresed Positions in Q3 2025

Oak Hill Wealth Advisors, LLC

  • $534 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
43.7K
+ 6.26%
$56.02 - $60.3 $2.45M - $2.63M
741K $44.4B
VTV
Vanguard Value ETF

ETFs
12.9K
+ 5.87%
$175.51 - $186.57 $2.26M - $2.4M
232K $43.3B
VUG
Vanguard Growth ETF

ETFs
2.68K
+ 3.89%
$433.97 - $484.08 $1.16M - $1.29M
71.5K $34.3B
AAPL
Apple Inc.

Technology
148
+ 0.26%
$202.38 - $256.87 $30K - $38K
58K $14.8B
VB
Vanguard Small Cap ETF

ETFs
5.13K
+ 6.47%
$237.58 - $259.17 $1.22M - $1.33M
84.5K $21.5B
Vanguard Malvern Fds
25.2K
+ 154.53%
N/A
41.6K $3.26B
VCIT
Vanguard Intermediate Term Cor

ETFs
16.4K
+ 11.67%
$81.75 - $84.54 $1.34M - $1.39M
157K $13.2B
CGMS
Capital Grp Core Plus Income E
54.2K
+ 106.05%
N/A
105K $2.92B
Allspring Exchange Traded Fu
58.2K
+ 81.62%
N/A
129K $3.26B
BNDX
Vanguard Total International B

ETFs
25K
+ 5.97%
$49.0 - $49.51 $1.22M - $1.24M
443K $21.9B
Vanguard Malvern Fds
11.7K
+ 103.33%
N/A
23.1K $1.82B
CGDV
Capital Group Divid Value ETF

ETFs
20.1K
+ 50.49%
$39.59 - $42.21 $797K - $850K
60K $2.52B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
11.1K
+ 180.85%
$73.94 - $78.51 $824K - $875K
17.3K $1.34B
CGCP
Capital Group Core Plus Income

ETFs
35.4K
+ 115.52%
$22.27 - $22.95 $789K - $813K
66.1K $1.5B
Capital Group Dividend Growe
19.9K
+ 33.38%
N/A
79.5K $2.75B
CGGR
Capital Group Growth ETF Shs C

ETFs
14.1K
+ 56.4%
$40.2 - $44.58 $565K - $626K
39K $1.71B
CGMU
Capital Group Core Plus Income
23.7K
+ 33.49%
N/A
94.5K $2.58B
Vanguard Mun Bd Fds
8.45K
+ 140.36%
N/A
14.5K $1.09B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.68K
+ 5.34%
$78.11 - $79.07 $521K - $528K
132K $10.4B
GOOG
Alphabet Inc.

Communication Services
15
+ 0.2%
$175.16 - $255.24 $2.63K - $3.83K
7.66K $1.87B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.32K
+ 1.38%
$79.76 - $85.78 $105K - $113K
97.1K $8.22B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.95K
+ 5.79%
$72.57 - $74.72 $360K - $370K
90.6K $6.74B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.11K
+ 6.31%
$67.48 - $71.55 $278K - $294K
69.3K $4.91B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.97K
+ 6.62%
$45.72 - $47.27 $319K - $329K
112K $5.27B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.56K
+ 5.86%
$86.07 - $90.74 $393K - $414K
82.4K $7.38B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
17.9K
+ 64.79%
$24.02 - $24.28 $429K - $434K
45.5K $1.09B
Vanguard Mun Bd Fds
3.57K
+ 27.06%
N/A
16.8K $1.68B
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 0.29%
$282.78 - $316.06 $9.05K - $10.1K
11.1K $3.5B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.07K
+ 5.09%
$76.16 - $78.59 $234K - $241K
63.4K $4.95B
VGLT
Vanguard Long Term Treasury Et

ETFs
3.71K
+ 6.39%
$54.21 - $57.41 $201K - $213K
61.8K $3.51B
Capital Grp Fixed Incm ETF T
9.72K
+ 78.62%
N/A
22.1K $558M
Capital Grp Fixed Incm ETF T
8.12K
+ 44.04%
N/A
26.6K $700M
C
Citigroup Inc

Financial Services
8
+ 0.1%
$85.57 - $103.49 $685 - $828
8.14K $826M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
132
+ 13.11%
$567.77 - $614.76 $74.9K - $81.1K
1.14K $697M
RTX
Raytheon Technologies Corp

Industrials
42
+ 0.84%
$144.19 - $167.33 $6.06K - $7.03K
5.05K $845M
Blackrock Inc
4
+ 0.37%
N/A
1.1K $1.28B
VGSH
Vanguard

ETFs
1.46K
+ 4.86%
$58.43 - $58.88 $85.4K - $86.1K
31.5K $1.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 2.63%
$459.11 - $506.91 $27.5K - $30.4K
2.34K $1.18B
O
Realty Income Corp

Real Estate
635
+ 6.02%
$56.13 - $60.79 $35.6K - $38.6K
11.2K $680M
AMD
Advanced Micro Devices Inc

Technology
26
+ 0.95%
$134.8 - $184.42 $3.5K - $4.79K
2.76K $446M
WMT
Walmart Inc.

Consumer Defensive
32
+ 0.41%
$94.4 - $104.27 $3.02K - $3.34K
7.93K $818M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.42%
$291.67 - $316.99 $3.79K - $4.12K
3.11K $944M
TFC
Truist Financial Corp

Financial Services
650
+ 4.7%
$42.83 - $47.07 $27.8K - $30.6K
14.5K $663M
ETN
Eaton Corp PLC

Industrials
15
+ 1.15%
$342.99 - $392.76 $5.14K - $5.89K
1.32K $492M
ABT
Abbott Laboratories

Healthcare
23
+ 0.16%
$120.51 - $136.62 $2.77K - $3.14K
14.2K $1.91B
UNP
Union Pacific Corp

Industrials
15
+ 0.97%
$214.91 - $237.16 $3.22K - $3.56K
1.56K $369M
PFE
Pfizer Inc

Healthcare
20
+ 0.25%
$23.29 - $25.88 $466 - $518
8.16K $208M
V
Visa Inc.

Financial Services
16
+ 0.74%
$332.09 - $358.86 $5.31K - $5.74K
2.18K $744M
XOM
Exxon Mobil Corp

Energy
157
+ 0.49%
$105.83 - $117.22 $16.6K - $18.4K
32.2K $3.63B
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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