Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OAK HILL WEALTH ADVISORS, LLC (CIK 1964849) reported $533.6M across 148 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: VEA ($44.4M, 8.32%), VTV ($43.3M, 8.12%), VIG ($35.6M, 6.67%), VUG ($34.3M, 6.43%), VV ($29.3M, 5.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $44.4M | 8.32% | 740,868 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $43.3M | 8.12% | 232,281 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $35.6M | 6.67% | 165,029 | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $34.3M | 6.43% | 71,508 | Added |
| 5 | VV | VANGUARD INDEX FDS | $29.3M | 5.49% | 95,130 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $24.2M | 4.54% | 82,551 | Trimmed |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $21.9M | 4.11% | 443,406 | Added |
| 8 | VB | VANGUARD INDEX FDS | $21.5M | 4.02% | 84,461 | Added |
| 9 | VYM | VANGUARD WHITEHALL FDS | $20.1M | 3.76% | 142,348 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $15.2M | 2.84% | 280,071 | Trimmed |
| 11 | AAPL | APPLE INC | $14.8M | 2.77% | 57,992 | Added |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $13.2M | 2.48% | 157,268 | Added |
| 13 | MSFT | MICROSOFT CORP | $12.8M | 2.40% | 24,776 | Trimmed |
| 14 | BSV | VANGUARD BD INDEX FDS | $10.4M | 1.95% | 131,704 | Added |
| 15 | AMZN | AMAZON COM INC | $9.2M | 1.73% | 42,096 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $8.8M | 1.65% | 36,231 | Trimmed |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $8.2M | 1.54% | 97,059 | Added |
| 18 | VIGI | VANGUARD WHITEHALL FDS | $7.4M | 1.38% | 82,383 | Added |
| 19 | BND | VANGUARD BD INDEX FDS | $6.7M | 1.26% | 90,582 | Added |
| 20 | VXF | VANGUARD INDEX FDS | $6.1M | 1.15% | 29,369 | Trimmed |
| 21 | PG | PROCTER AND GAMBLE CO | $5.5M | 1.03% | 35,815 | Trimmed |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS | $5.3M | 0.99% | 112,208 | Added |
| 23 | BIV | VANGUARD BD INDEX FDS | $5.0M | 0.93% | 63,392 | Added |
| 24 | BLV | VANGUARD BD INDEX FDS | $4.9M | 0.92% | 69,308 | Added |
| 25 | ABBV | ABBVIE INC | $4.0M | 0.75% | 17,395 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30