Dixon Hughes Goodman Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$333K	Buy	5,592 +132	+2%	+$7.74K	0.1%	123
2021 Q4	$348K	Buy	+5,460	New	+$342K	0.11%	102

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 2.4% in Q1 2022, buying an estimated $7.74K and bringing the position to 5,592 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #123.

Dixon Hughes Goodman Wealth Advisors first reported a position in VO in Q4 2021 and has held it in 2 quarters since. The position peaked at $348K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 5,592 shares of Vanguard Mid-Cap ETF worth $333K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 132 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $7.74K.
Vanguard Mid-Cap ETF made up 0.1% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #123 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $348K in Q4 2021.
1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

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