DHGWA
VPU

Dixon Hughes Goodman Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$60K Hold
370
– – 0.02% 293
2021
Q4 		$58K Buy
+370
New +$54.6K 0.02% 249

Other funds holding VPU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Vanguard Utilities ETF (VPU) position steady in Q1 2022 at 370 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #293.

Dixon Hughes Goodman Wealth Advisors first reported a position in VPU in Q4 2021 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 370 shares of Vanguard Utilities ETF worth $60K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Vanguard Utilities ETF share count unchanged in Q1 2022.
  • Vanguard Utilities ETF made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #293 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

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