Ferguson Wellman Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Hold	9,766	–	–	0.03%	168
2026 Q1	$2.1M	Buy	9,766 +773	+9%	+$172K	0.03%	167
2025 Q4	$1.98M	Sell	8,993 -266	-3%	-$58.1K	0.03%	139
2025 Q3	$2M	Buy	9,259 +6,111	+194%	+$1.28M	0.03%	137
2025 Q2	$644K	Sell	3,148 -5	-0.2%	-$969	0.01%	215
2025 Q1	$612K	Sell	3,153 -55	-2%	-$10.9K	0.01%	225
2024 Q4	$628K	Sell	3,208 -170	-5%	-$33.9K	0.01%	222
2024 Q3	$669K	Buy	3,378 +11	+0.3%	+$2.09K	0.01%	216
2024 Q2	$615K	Sell	3,367 -554	-14%	-$99.7K	0.01%	216
2024 Q1	$716K	Sell	3,921 -30	-0.8%	-$5.27K	0.01%	221
2023 Q4	$673K	Hold	3,951	–	–	0.02%	221
2023 Q3	$614K	Sell	3,951 -30	-0.8%	-$4.86K	0.02%	220
2023 Q2	$647K	Sell	3,981 -435	-10%	-$68.1K	0.02%	231
2023 Q1	$680K	Sell	4,416 -91	-2%	-$13.9K	0.02%	218
2022 Q4	$684K	Buy	4,507 +1,419	+46%	+$211K	0.02%	217
2022 Q3	$417K	Sell	3,088 -614	-17%	-$91.4K	0.02%	235
2022 Q2	$531K	Buy	3,702 +241	+7%	+$36.7K	0.02%	218
2022 Q1	$561K	Sell	3,461 -10	-0.3%	-$1.61K	0.02%	230
2021 Q4	$596K	Buy	3,471 +138	+4%	+$22.7K	0.02%	226
2021 Q3	$512K	Buy	3,333 +1,655	+99%	+$264K	0.02%	240
2021 Q2	$260K	Buy	+1,678	New	+$258K	0.01%	303
2019 Q2	–	Sell	-2,288	Closed	-$251K	–	350
2019 Q1	$251K	Hold	2,288	–	–	0.01%	312
2018 Q4	$224K	Hold	2,288	–	–	0.01%	312
2018 Q3	$253K	Sell	2,288 -186	-8%	-$20K	0.01%	299
2018 Q2	$251K	Buy	2,474 +186	+8%	+$19K	0.01%	304
2018 Q1	$231K	Buy	+2,288	New	+$237K	0.01%	318
2016 Q1	–	Sell	-7,755	Closed	-$603K	–	333
2015 Q4	$603K	Buy	7,755 +200	+3%	+$15.6K	0.02%	225
2015 Q3	$557K	Hold	7,555	–	–	0.02%	223
2015 Q2	$594K	Hold	7,555	–	–	0.02%	231
2015 Q1	$608K	Buy	+7,555	New	+$613K	0.03%	229

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

PAG

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Ferguson Wellman Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 9,766 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #168.

Ferguson Wellman Capital Management first reported a position in VIG in Q1 2015 and has held it in 30 quarters since. 1,073 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ferguson Wellman Capital Management held 9,766 shares of Vanguard Dividend Appreciation ETF worth $2.31M as of Q2 2026.
Ferguson Wellman Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #168 holding.
Ferguson Wellman Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 30 quarters since.
1,073 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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