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

Dixon Hughes Goodman Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$42K Hold
171
– – 0.01% 327
2021
Q4 		$48K Buy
+171
New +$49K 0.02% 267

Other funds holding VBK

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2022 at 171 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #327.

Dixon Hughes Goodman Wealth Advisors first reported a position in VBK in Q4 2021 and has held it in 2 quarters since. The position peaked at $48K in Q4 2021. 854 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 171 shares of Vanguard Small-Cap Growth ETF worth $42K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2022.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #327 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $48K in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2022.

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