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Dixon Hughes Goodman Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$74K Hold
1,580
– – 0.02% 272
2021
Q4 		$82K Buy
+1,580
New +$80K 0.03% 222

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2022 at 1,580 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #272.

Dixon Hughes Goodman Wealth Advisors first reported a position in MGK in Q4 2021 and has held it in 2 quarters since. The position peaked at $82K in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,580 shares of Vanguard Mega Cap Growth ETF worth $74K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2022.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #272 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $82K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2022.

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