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Dixon Hughes Goodman Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$137K Sell
644
-58
-8% -$12.2K 0.04% 208
2021
Q4 		$159K Buy
+702
New +$160K 0.05% 164

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 8.3% in Q1 2022, selling an estimated $12.2K and leaving 644 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #208.

Dixon Hughes Goodman Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 2 quarters since. The position peaked at $159K in Q4 2021. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 644 shares of Vanguard Small-Cap ETF worth $137K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 58 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $12.2K.
  • Vanguard Small-Cap ETF made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #208 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Small-Cap ETF position peaked at $159K in Q4 2021.
  • 1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

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