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Dixon Hughes Goodman Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$121K Hold
2,520
– – 0.03% 224
2021
Q4 		$135K Buy
+2,520
New +$131K 0.04% 183

Other funds holding VUG

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 VUG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2022 at 2,520 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #224.

Dixon Hughes Goodman Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 2 quarters since. The position peaked at $135K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,520 shares of Vanguard Growth ETF worth $121K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q1 2022.
  • Vanguard Growth ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #224 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Growth ETF position peaked at $135K in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

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