Dogwood Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Dogwood Wealth Management’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.5K	Buy	+200	New	+$25.4K	0.01%	211

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Dogwood Wealth Management opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 200 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Dogwood Wealth Management held 200 shares of Vanguard S&P Small-Cap 600 ETF worth $27.5K as of Q2 2026.
Vanguard S&P Small-Cap 600 ETF was a new Dogwood Wealth Management position in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #211 holding.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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