DHGWA
VUSB icon

Dixon Hughes Goodman Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3.88M Sell
78,522
-16,815
-18% -$835K 1.11% 15
2021
Q4 		$4.76M Buy
+95,337
New +$4.77M 1.55% 11

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 18% in Q1 2022, selling an estimated $835K and leaving 78,522 shares worth $3.88M. The position accounts for 1.11% of the portfolio, ranked #15.

Dixon Hughes Goodman Wealth Advisors first reported a position in VUSB in Q4 2021 and has held it in 2 quarters since. The position peaked at $4.76M in Q4 2021. 177 funds tracked by Wall St. Rank hold VUSB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 78,522 shares of Vanguard Ultra-Short Bond ETF worth $3.88M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 16,815 Vanguard Ultra-Short Bond ETF shares in Q1 2022, an estimated $835K.
  • Vanguard Ultra-Short Bond ETF made up 1.11% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #15 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $4.76M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2022.

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