Dixon Hughes Goodman Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$363K	Sell	7,087 -185	-3%	-$9.49K	0.1%	120
2021 Q4	$374K	Buy	+7,272	New	+$378K	0.12%	97

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

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

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

Dixon Hughes Goodman Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q1 2022, selling an estimated $9.49K and leaving 7,087 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #120.

Dixon Hughes Goodman Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 2 quarters since. The position peaked at $374K in Q4 2021. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 7,087 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $363K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 185 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $9.49K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #120 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $374K in Q4 2021.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

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