Dixon Hughes Goodman Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$75K	Buy	1,451 +4	+0.3%	+$213	0.02%	271
2021 Q4	$79K	Buy	+1,447	New	+$79.3K	0.03%	226

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

Dixon Hughes Goodman Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.28% in Q1 2022, buying an estimated $213 and bringing the position to 1,451 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #271.

Dixon Hughes Goodman Wealth Advisors first reported a position in VTEB in Q4 2021 and has held it in 2 quarters since. The position peaked at $79K in Q4 2021. 733 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 1,451 shares of Vanguard Tax-Exempt Bond Index Fund worth $75K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 4 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $213.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #271 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $79K in Q4 2021.
733 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

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