Skip to content
Disclosery

Dogwood Wealth Management LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dogwood Wealth Management LLC on VTI, newest first. How the timeline and the estimate are built.

Dogwood Wealth Management LLC held 51,529 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,529 shares
    Change vs previous 13F +3,720 shares

    7.53% of the 13F portfolio, value $19,067,812.

    13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,809 shares
    Change vs previous 13F +4,504 shares

    6.66% of the 13F portfolio, value $15,337,723.

    13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,305 shares
    Change vs previous 13F +3,698 shares

    6.39% of the 13F portfolio, value $14,518,705.

    13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,607 shares
    Change vs previous 13F +2,640 shares

    5.92% of the 13F portfolio, value $13,032,544.

    13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,967 shares
    Change vs previous 13F +3,361 shares

    5.52% of the 13F portfolio, value $11,296,299.

    13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,606 shares
    Change vs previous 13F +962 shares

    4.86% of the 13F portfolio, value $9,236,406.

    13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,644 shares
    Change vs previous 13F +3,896 shares

    5% of the 13F portfolio, value $9,460,618.

    13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,748 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $8,140,228.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).