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Dogwood Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Dogwood Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Hold
173
– – 0.05% 96
2026
Q1 		$103K Hold
173
– – 0.04% 112
2025
Q4 		$108K Sell
173
-31
-15% -$19.3K 0.05% 105
2025
Q3 		$125K Buy
204
+7
+4% +$4.13K 0.06% 98
2025
Q2 		$112K Sell
197
-257
-57% -$135K 0.05% 97
2025
Q1 		$233K Buy
454
+60
+15% +$32.4K 0.12% 87
2024
Q4 		$212K Sell
394
-424
-52% -$230K 0.11% 88
2024
Q3 		$432K Hold
818
– – 0.25% 79
2024
Q2 		$409K Sell
818
-5
-0.6% -$2.41K 0.25% 59
2024
Q1 		$395K Sell
823
-18
-2% -$8.24K 0.27% 54
2023
Q4 		$367K Buy
+841
New +$344K 0.29% 55

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Dogwood Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 173 shares worth $119K. The position accounts for 0.05% of the portfolio, ranked #96.

Dogwood Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $432K in Q3 2024. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Dogwood Wealth Management held 173 shares of Vanguard S&P 500 ETF worth $119K as of Q2 2026.
  • Dogwood Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.05% of Dogwood Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Dogwood Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Vanguard S&P 500 ETF position peaked at $432K in Q3 2024.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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