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Dixon Hughes Goodman Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$16.2M Buy
109,330
+27,885
+34% +$4.07M 4.63% 5
2021
Q4 		$12M Buy
+81,445
New +$11.6M 3.9% 5

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors increased its Vanguard Value ETF (VTV) stake by 34% in Q1 2022, buying an estimated $4.07M and bringing the position to 109,330 shares worth $16.2M. The position accounts for 4.63% of the portfolio, ranked #5.

Dixon Hughes Goodman Wealth Advisors first reported a position in VTV in Q4 2021 and has held it in 2 quarters since. 1,647 funds tracked by Wall St. Rank hold VTV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 109,330 shares of Vanguard Value ETF worth $16.2M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 27,885 Vanguard Value ETF shares in Q1 2022, an estimated $4.07M.
  • Vanguard Value ETF made up 4.63% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #5 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2022.

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