Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OAK HILL WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 107 | 313,510,287 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 1 | $61,905,049 | 258,196 | 0.02 | 0.02 | 3,644 | 1.43 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $44,399,445 | 177,697 | 0.01 | 0.01 | 5,394 | 3.13 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $36,009,107 | 197,191 | 0.01 | 0.01 | -10,599 | -5.10 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $22,518,893 | 186,122 | 0.01 | 0.01 | -5,818 | -3.03 | 03-31-2024 |
