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

Dixon Hughes Goodman Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$90K Hold
511
– – 0.03% 258
2021
Q4 		$91K Buy
+511
New +$90.9K 0.03% 215

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
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
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2022 at 511 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #258.

Dixon Hughes Goodman Wealth Advisors first reported a position in VBR in Q4 2021 and has held it in 2 quarters since. The position peaked at $91K in Q4 2021. 1,152 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 511 shares of Vanguard Small-Cap Value ETF worth $90K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2022.
  • Vanguard Small-Cap Value ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #258 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $91K in Q4 2021.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

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