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Dixon Hughes Goodman Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$67K Hold
319
– – 0.02% 281
2021
Q4 		$71K Buy
+319
New +$68.4K 0.02% 234

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors held its Vanguard Large-Cap ETF (VV) position steady in Q1 2022 at 319 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #281.

Dixon Hughes Goodman Wealth Advisors first reported a position in VV in Q4 2021 and has held it in 2 quarters since. The position peaked at $71K in Q4 2021. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 319 shares of Vanguard Large-Cap ETF worth $67K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Vanguard Large-Cap ETF share count unchanged in Q1 2022.
  • Vanguard Large-Cap ETF made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #281 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Large-Cap ETF position peaked at $71K in Q4 2021.
  • 865 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2022.

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