Ferguson Wellman Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Ferguson Wellman Capital Management’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	8,543 +2,383	+39%	+$261K	0.01%	231
2026 Q1	$537K	Hold	6,160	–	–	0.01%	284
2025 Q4	$580K	Buy	6,160 +1,064	+21%	+$101K	0.01%	235
2025 Q3	$476K	Buy	5,096 +64	+1%	+$5.59K	0.01%	252
2025 Q2	$417K	Sell	5,032 -520	-9%	-$37.8K	0.01%	262
2025 Q1	$376K	Hold	5,552	–	–	0.01%	272
2024 Q4	$432K	Sell	5,552 -568	-9%	-$43.6K	0.01%	257
2024 Q3	$449K	Hold	6,120	–	–	0.01%	260
2024 Q2	$441K	Hold	6,120	–	–	0.01%	257
2024 Q1	$401K	Buy	6,120 +880	+17%	+$55.8K	0.01%	272
2023 Q4	$317K	Hold	5,240	–	–	0.01%	301
2023 Q3	$272K	Hold	5,240	–	–	0.01%	306
2023 Q2	$290K	Hold	5,240	–	–	0.01%	313
2023 Q1	$252K	Hold	5,240	–	–	0.01%	319
2022 Q4	$209K	Buy	+5,240	New	+$214K	0.01%	331
2022 Q1	–	Sell	-3,712	Closed	-$213K	–	351
2021 Q4	$213K	Sell	3,712 -41,592	-92%	-$2.28M	0.01%	323
2021 Q3	$2.27M	Hold	45,304	–	–	0.07%	130
2021 Q2	$2.26M	Hold	45,304	–	–	0.07%	130
2021 Q1	$2.03M	Buy	45,304 +256	+0.6%	+$11.5K	0.07%	130
2020 Q4	$1.99M	Hold	45,048	–	–	0.05%	183
2020 Q3	$1.75M	Buy	+45,048	New	+$1.7M	0.05%	175

Other funds holding VGT

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ferguson Wellman Capital Management's VGT Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Vanguard Information Technology ETF (VGT) stake by 39% in Q2 2026, buying an estimated $261K and bringing the position to 8,543 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #231.

Ferguson Wellman Capital Management first reported a position in VGT in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.27M in Q3 2021. 804 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Ferguson Wellman Capital Management held 8,543 shares of Vanguard Information Technology ETF worth $1.02M as of Q2 2026.
Ferguson Wellman Capital Management bought 2,383 Vanguard Information Technology ETF shares in Q2 2026, an estimated $261K.
Vanguard Information Technology ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #231 holding.
Ferguson Wellman Capital Management first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 21 quarters since.
Ferguson Wellman Capital Management's Vanguard Information Technology ETF position peaked at $2.27M in Q3 2021.
804 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.