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Dogwood Wealth Management’s Vitamin Cottage Natural Grocers NGVC Stock Holding History

Dogwood Wealth Management’s Portfolio NGVC Stock Details NGVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89K Hold
61
– – ﹤0.01% 676
2026
Q1 		$1.58K Hold
61
– – ﹤0.01% 685
2025
Q4 		$1.53K Hold
61
– – ﹤0.01% 597
2025
Q3 		$2.44K Hold
61
– – ﹤0.01% 502
2025
Q2 		$2.32K Buy
+61
New +$2.82K ﹤0.01% 548

Other funds holding NGVC

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Dogwood Wealth Management's NGVC Position: Q2 2026 in Review

Dogwood Wealth Management held its Vitamin Cottage Natural Grocers (NGVC) position steady in Q2 2026 at 61 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Dogwood Wealth Management first reported a position in NGVC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.44K in Q3 2025. 9 funds tracked by Wall St. Rank hold NGVC as of Q2 2026.

  • Dogwood Wealth Management held 61 shares of Vitamin Cottage Natural Grocers worth $1.89K as of Q2 2026.
  • Dogwood Wealth Management left its Vitamin Cottage Natural Grocers share count unchanged in Q2 2026.
  • Vitamin Cottage Natural Grocers made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #676 holding.
  • Dogwood Wealth Management first reported a position in Vitamin Cottage Natural Grocers in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Vitamin Cottage Natural Grocers position peaked at $2.44K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Vitamin Cottage Natural Grocers as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.