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OAK HILL WEALTH ADVISORS, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAK HILL WEALTH ADVISORS, LLC on VUG, newest first. How the timeline and the estimate are built.

OAK HILL WEALTH ADVISORS, LLC held 71,508 VUG shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 71,508 shares
    Change vs previous 13F +2,675 shares

    6.43% of the 13F portfolio, value $34,295,717.

    13F-HR 0001964849-25-000004 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 68,833 shares
    Change vs previous 13F +3,922 shares

    6.25% of the 13F portfolio, value $30,170,773.

    13F-HR 0001085146-25-004022 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 64,911 shares
    Change vs previous 13F +1,191 shares

    5.58% of the 13F portfolio, value $24,070,365.

    13F-HR 0001085146-25-002288 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 63,720 shares
    Change vs previous 13F +63,720 shares

    6.23% of the 13F portfolio, value $26,153,136.

    13F-HR 0001085146-25-000868 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -9,256 shares

    13F-HR 0001085146-24-004783 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-06-30
    13F 9,256 shares
    Change vs previous 13F +9,256 shares

    1.05% of the 13F portfolio, value $3,461,837.

    13F-HR 0001085146-24-002895 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,861 shares

    13F-HR 0001085146-24-002038 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2023-12-31
    13F 2,861 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $889,428.

    13F-HR 0001085146-24-000833 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).