Dogwood Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.68K	Sell	66 -126	-66%	-$10.6K	﹤0.01%	487
2026 Q1	$14K	Hold	192	–	–	0.01%	288
2025 Q4	$15.6K	Hold	192	–	–	0.01%	233
2025 Q3	$15.4K	Hold	192	–	–	0.01%	218
2025 Q2	$14K	Buy	+192	New	+$12.6K	0.01%	220
2024 Q3	–	Sell	-90	Closed	-$5.61K	–	616
2024 Q2	$5.61K	Buy	+90	New	+$5.25K	﹤0.01%	195

Other funds holding VUG

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Dogwood Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 66% in Q2 2026, selling an estimated $10.6K and leaving 66 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Dogwood Wealth Management first reported a position in VUG in Q2 2024 and has held it in 6 quarters since. The position peaked at $15.6K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Dogwood Wealth Management held 66 shares of Vanguard Morningstar Growth ETF worth $5.68K as of Q2 2026.
Dogwood Wealth Management sold 126 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #487 holding.
Dogwood Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 6 quarters since.
Dogwood Wealth Management's Vanguard Morningstar Growth ETF position peaked at $15.6K in Q4 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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