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Ferguson Wellman Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ferguson Wellman Capital Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.88M Buy
10,107
+2,439
+32% +$726K 0.03% 155
2026
Q2 		$2.32M Sell
7,668
-60
-0.8% -$17.2K 0.03% 166
2026
Q1 		$2.02M Buy
+7,728
New +$2.09M 0.03% 172
2021
Q1 		– Sell
-10,426
Closed -$2.03M – 395
2020
Q4 		$2.03M Sell
10,426
-375
-3% -$66.2K 0.05% 180
2020
Q3 		$1.66M Buy
10,801
+1,786
+20% +$274K 0.05% 178
2020
Q2 		$1.31M Hold
9,015
– – 0.04% 181
2020
Q1 		$1.04M Sell
9,015
-1,235
-12% -$186K 0.04% 190
2019
Q4 		$1.7M Hold
10,250
– – 0.05% 179
2019
Q3 		$1.58M Sell
10,250
-240
-2% -$37.2K 0.05% 177
2019
Q2 		$1.64M Sell
10,490
-942
-8% -$146K 0.05% 168
2019
Q1 		$1.75M Sell
11,432
-2,921
-20% -$434K 0.06% 170
2018
Q4 		$1.89M Buy
14,353
+9,970
+227% +$1.45M 0.07% 167
2018
Q3 		$713K Sell
4,383
-37
-0.8% -$5.99K 0.02% 214
2018
Q2 		$688K Sell
4,420
-40
-0.9% -$6.12K 0.02% 222
2018
Q1 		$655K Sell
4,460
-1,344
-23% -$201K 0.02% 225
2017
Q4 		$858K Buy
5,804
+719
+14% +$104K 0.03% 204
2017
Q3 		$719K Hold
5,085
– – 0.03% 207
2017
Q2 		$689K Buy
5,085
+2,787
+121% +$373K 0.03% 206
2017
Q1 		$306K Buy
2,298
+21
+0.9% +$2.78K 0.01% 275
2016
Q4 		$294K Sell
2,277
-121
-5% -$15K 0.01% 283
2016
Q3 		$293K Buy
2,398
+222
+10% +$26.9K 0.01% 266
2016
Q2 		$252K Hold
2,176
– – 0.01% 280
2016
Q1 		$243K Sell
2,176
-284
-12% -$29.4K 0.01% 281
2015
Q4 		$272K Buy
2,460
+480
+24% +$54.4K 0.01% 286
2015
Q3 		$214K Buy
+1,980
New +$232K 0.01% 299

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Ferguson Wellman Capital Management's VB Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 32% in Q3 2026, buying an estimated $726K and bringing the position to 10,107 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #155.

Ferguson Wellman Capital Management first reported a position in VB in Q3 2015 and has held it in 25 quarters since. 35 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Ferguson Wellman Capital Management held 10,107 shares of Vanguard Morningstar Small-Cap ETF worth $2.88M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 2,439 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $726K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #155 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2015 and has held it in 25 quarters since.
  • 35 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.