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Dixon Hughes Goodman Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$94K Hold
1,868
– – 0.03% 251
2021
Q4 		$99K Buy
+1,868
New +$99K 0.03% 207

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q1 2022 at 1,868 shares worth $94K. The position accounts for 0.03% of the portfolio, ranked #251.

Dixon Hughes Goodman Wealth Advisors first reported a position in VMBS in Q4 2021 and has held it in 2 quarters since. The position peaked at $99K in Q4 2021. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,868 shares of Vanguard Mortgage-Backed Securities ETF worth $94K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q1 2022.
  • Vanguard Mortgage-Backed Securities ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #251 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $99K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

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