Dogwood Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056922
LENEXA, KS
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,535,636
+$23,276 QoQ
Shares Held
5,863
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,535,636 | 5,863 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,512,360 | 5,863 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,491,097 | 5,864 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,389,650 | 5,864 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,315,421 | 5,932 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,425,340 | 5,932 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $1,407,129 | 5,932 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $1,293,195 | 5,931 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $1,357,367 | 5,938 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $1,269,526 | 5,951 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||