§ 13F · FUND PROFILE
OAK HILL WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $482.5T (13F)Positions · 145Turnover · — · Q3Filed · Oct 30, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 30, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 741K | $44.4T | 8.3% | — |
| 2 | VTV | VANGUARD INDEX FDS | 232K | $43.3T | 8.1% | — |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 165K | $35.6T | 6.7% | — |
| 4 | VUG | VANGUARD INDEX FDS | 72K | $34.3T | 6.4% | — |
| 5 | VV | VANGUARD INDEX FDS | 95K | $29.3T | 5.5% | — |
| 6 | VO | VANGUARD INDEX FDS | 83K | $24.2T | 4.5% | — |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 443K | $21.9T | 4.1% | — |
| 8 | VB | VANGUARD INDEX FDS | 84K | $21.5T | 4.0% | — |
| 9 | VYM | VANGUARD WHITEHALL FDS | 142K | $20.1T | 3.8% | — |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 280K | $15.2T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAK SIGNAL
AC read
OAK HILL WEALTH ADVISORS, LLC is a Other fund managing $482493.3 trillion in assets. The fund runs a portfolio of 145 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed