StockDriftsStockDriftsTop 50 Oak Hill Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 8.32% | 740.9K | $44.4M | +6.26%(+43.66K) | $50.63(+24.05%) | 2025-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.12% | 232.3K | $43.3M | +5.87%(+12.89K) | $166.78(+15.59%) | 2025-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.67% | 165.0K | $35.6M | -0.46%(-756) | $153.45(+44.99%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.43% | 71.5K | $34.3M | +3.89%(+2.67K) | $368.27(+34.43%) | 2025-09-30 | |
| VV | VANGUARD INDEX FDS | 5.49% | 95.1K | $29.3M | -1.47%(-1.42K) | $175.34(+81.74%) | 2025-09-30 | |
| VO | VANGUARD INDEX FDS | 4.54% | 82.6K | $24.2M | -0.06%(-48) | $205.89(+43.04%) | 2025-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.11% | 443.4K | $21.9M | +5.97%(+24.97K) | $49.48(-2.15%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 4.02% | 84.5K | $21.5M | +6.47%(+5.13K) | $200.61(+31.02%) | 2025-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.76% | 142.3K | $20.1M | -0.99%(-1.43K) | $109.26(+32.79%) | 2025-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.84% | 280.1K | $15.2M | -5.11%(-15.10K) | $42.24(+27.88%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.42% | +55.51% |
| Top 20 Holdings Unweighted | +15.99% | +50.37% |
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