OAK HILL WEALTH ADVISORS, LLC

Q2 2025 13F Holdings

  • Location
    lansdowne, VA
  • Num holdings

    145

  • Value ($000)

    $482,493

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001964849
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$39.68M
8 %

697,203

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$39.08M
8 %

219,395

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$34.15M
7 %

165,785

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$30.17M
6 %

68,833

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$27.63M
6 %

96,550

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$23.30M
5 %

82,599

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$20.58M
4 %

418,438

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$19.37M
4 %

143,776

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$19.18M
4 %

79,327

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$14.65M
3 %

295,168

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