Dogwood Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.85M	Hold	35,384	–	–	1.13%	21
2026 Q1	$2.54M	Sell	35,384 -296	-0.8%	-$22K	1.1%	22
2025 Q4	$2.59M	Hold	35,680	–	–	1.14%	21
2025 Q3	$2.63M	Hold	35,680	–	–	1.2%	21
2025 Q2	$2.52M	Sell	35,680 -200	-0.6%	-$13.1K	1.23%	22
2025 Q1	$2.32M	Hold	35,880	–	–	1.22%	20
2024 Q4	$2.37M	Buy	35,880 +80	+0.2%	+$5.43K	1.25%	20
2024 Q3	$2.36M	Hold	35,800	–	–	1.36%	21
2024 Q2	$2.17M	Hold	35,800	–	–	1.33%	25
2024 Q1	$2.24M	Hold	35,800	–	–	1.51%	19
2023 Q4	$2.08M	Buy	+35,800	New	+$1.91M	1.63%	19

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Dogwood Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 35,384 shares worth $2.85M. The position accounts for 1.13% of the portfolio, ranked #21.

Dogwood Wealth Management first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Dogwood Wealth Management held 35,384 shares of Vanguard Morningstar Mid-Cap ETF worth $2.85M as of Q2 2026.
Dogwood Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 1.13% of Dogwood Wealth Management's portfolio in Q2 2026, its #21 holding.
Dogwood Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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