OH

OAK HILL WEALTH ADVISORS, LLC

13F
OAK HILL WEALTH ADVISORS, LLC
Last update 2025-04-24 138 Stocks (7 new)
Value $431.00 Mil Turnover 5 %
Countries:
Top Holdings: VTV(8.23%)VEA(7.57%)VIG(7.10%)VV(5.87%)VUG(5.58%)
Summary Stock Picks Current Portfolio
OAK HILL WEALTH ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
205,326
35,467.9
+3.61%
8.230
+0.29%
0.020
+10.43%
+6.13%
132,881.1
 
VEA
Vanguard FTSE Developed Markets ETF
642,417
32,654.0
+16.18%
7.570
+1.05%
0.020
+12.49%
+19.94%
157,607.2
 
VIG
Vanguard Dividend Appreciation FTF
157,833
30,618.1
+4.57%
7.100
+0.31%
0.030
+12.58%
+6.21%
89,349.2
 
VV
Vanguard Large Cap ETF
98,521
25,322.9
-2.27%
5.870
-0.15%
0.060
+19.83%
+8.10%
40,679.5
 
VUG
Vanguard Growth ETF
64,911
24,070.4
+1.87%
5.580
+0.10%
0.010
+27.48%
+9.52%
167,127.0
 
VO
Vanguard Mid-Cap ETF
80,666
20,861.9
-0.48%
4.840
-0.02%
0.030
+16.32%
+8.70%
80,548.8
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
400,593
19,556.9
+5.94%
4.540
+0.25%
0.030
+0.50%
+1.56%
66,226.8
 
VB
Vanguard Small Cap ETF
75,928
16,837.0
+2.79%
3.910
+0.11%
0.020
+17.90%
+1.99%
61,352.9
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
128,264
16,540.9
+2.16%
3.840
+0.08%
0.030
+12.20%
+6.97%
58,807.4
 
VWO
Vanguard FTSE Emerging Markets ETF
338,384
15,315.3
-17.94%
3.550
-0.78%
0.020
+16.94%
+15.09%
86,951.2
 

OAK HILL WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

OAK HILL WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+1.05%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 16.18%
642,417
89,458
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.78%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Reduce -17.94%
338,384
-73,953
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.31%
●
190.34 ($198.85) 205.23
$206.10
3.65%
Add 4.57%
157,833
6,901
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.29%
●
167.73 ($174.39) 179.21
$177.66
1.88%
Add 3.61%
205,326
7,146
CGMU
Capital Group Municipal Income ETF
2025-03-31
Add
Add
+0.27%
●
26.75 ($27.03) 27.33
$26.61
-1.55%
Add 111.35%
81,664
43,025
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.25%
●
48.33 ($48.9) 49.5
$49.19
0.59%
Add 5.94%
400,593
22,448
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.19%
●
76.94 ($77.63) 78.28
$78.35
0.93%
Add 10.28%
115,084
10,731
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Add
Add
+0.18%
●
217.4 ($244.61) 264.74
$285.87
16.87%
Add 97.85%
6,175
3,054
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2025-03-31
Add
Add
+0.16%
●
67.08 ($71.8) 76.14
$80.12
11.59%
Add 11.93%
86,356
9,204
VV
Vanguard Large Cap ETF
2025-03-31
Reduce
Reduce
-0.15%
●
253.32 ($270.87) 282.66
$289.69
6.95%
Reduce -2.27%
98,521
-2,290

OAK HILL WEALTH ADVISORS, LLC Total Holding History ($B)

To

OAK HILL WEALTH ADVISORS, LLC's Asset Allocation

To

OAK HILL WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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OAK HILL WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

OAK HILL WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

OAK HILL WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

OAK HILL WEALTH ADVISORS, LLC's Holdings Bubble Chart

OAK HILL WEALTH ADVISORS, LLC News

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