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Dixon Hughes Goodman Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$810K Buy
13,662
+1,130
+9% +$67.9K 0.23% 70
2021
Q4 		$762K Buy
+12,532
New +$766K 0.25% 60

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 9% in Q1 2022, buying an estimated $67.9K and bringing the position to 13,662 shares worth $810K. The position accounts for 0.23% of the portfolio, ranked #70.

Dixon Hughes Goodman Wealth Advisors first reported a position in VGSH in Q4 2021 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 13,662 shares of Vanguard Short-Term Treasury ETF worth $810K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,130 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $67.9K.
  • Vanguard Short-Term Treasury ETF made up 0.23% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #70 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

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