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Dixon Hughes Goodman Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$484K Buy
6,087
+787
+15% +$64.3K 0.14% 103
2021
Q4 		$449K Buy
+5,300
New +$451K 0.15% 86

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's BND Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 15% in Q1 2022, buying an estimated $64.3K and bringing the position to 6,087 shares worth $484K. The position accounts for 0.14% of the portfolio, ranked #103.

Dixon Hughes Goodman Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 2 quarters since. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 6,087 shares of Vanguard Total Bond Market worth $484K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 787 Vanguard Total Bond Market shares in Q1 2022, an estimated $64.3K.
  • Vanguard Total Bond Market made up 0.14% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #103 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 2 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.