Ferguson Wellman Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$962K	Buy	12,272 +5,752	+88%	+$468K	0.01%	232
2026 Q2	$525K	Hold	6,520	–	–	0.01%	298
2026 Q1	$468K	Hold	6,520	–	–	0.01%	296
2025 Q4	$473K	Sell	6,520 -680	-9%	-$49.5K	0.01%	254
2025 Q3	$529K	Hold	7,200	–	–	0.01%	247
2025 Q2	$504K	Sell	7,200 -4,000	-36%	-$263K	0.01%	242
2025 Q1	$724K	Buy	11,200 +4,000	+56%	+$268K	0.01%	210
2024 Q4	$475K	Hold	7,200	–	–	0.01%	247
2024 Q3	$475K	Hold	7,200	–	–	0.01%	258
2024 Q2	$436K	Sell	7,200 -1,572	-18%	-$95.5K	0.01%	261
2024 Q1	$548K	Buy	8,772 +608	+7%	+$35.9K	0.01%	245
2023 Q4	$475K	Buy	8,164 +1,084	+15%	+$57.9K	0.01%	257
2023 Q3	$369K	Hold	7,080	–	–	0.01%	268
2023 Q2	$390K	Hold	7,080	–	–	0.01%	274
2023 Q1	$373K	Sell	7,080 -60	-0.8%	-$3.19K	0.01%	279
2022 Q4	$364K	Hold	7,140	–	–	0.01%	276
2022 Q3	$336K	Sell	7,140 -140	-2%	-$7.32K	0.01%	253
2022 Q2	$358K	Sell	7,280 -460	-6%	-$24.9K	0.01%	255
2022 Q1	$460K	Sell	7,740 -280	-3%	-$16.4K	0.01%	247
2021 Q4	$511K	Hold	8,020	–	–	0.01%	239
2021 Q3	$475K	Buy	8,020 +2,940	+58%	+$178K	0.02%	247
2021 Q2	$301K	Hold	5,080	–	–	0.01%	286
2021 Q1	$281K	Hold	5,080	–	–	0.01%	286
2020 Q4	$263K	Buy	5,080 +316	+7%	+$15.3K	0.01%	331
2020 Q3	$210K	Buy	+4,764	New	+$208K	0.01%	330
2020 Q1	–	Sell	-11,644	Closed	-$519K	–	359
2019 Q4	$519K	Buy	11,644 +500	+4%	+$21.5K	0.02%	265
2019 Q3	$466K	Hold	11,144	–	–	0.01%	268
2019 Q2	$466K	Buy	11,144 +2,888	+35%	+$118K	0.02%	254
2019 Q1	$332K	Sell	8,256 -3,460	-30%	-$133K	0.01%	282
2018 Q4	$405K	Sell	11,716 -3,648	-24%	-$137K	0.02%	267
2018 Q3	$631K	Sell	15,364 -356	-2%	-$14.5K	0.02%	226
2018 Q2	$620K	Sell	15,720 -880	-5%	-$34.5K	0.02%	231
2018 Q1	$640K	Hold	16,600	–	–	0.02%	228
2017 Q4	$642K	Sell	16,600 -72	-0.4%	-$2.72K	0.02%	226
2017 Q3	$613K	Hold	16,672	–	–	0.02%	223
2017 Q2	$594K	Buy	+16,672	New	+$589K	0.02%	216

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Ferguson Wellman Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 88% in Q3 2026, buying an estimated $468K and bringing the position to 12,272 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #232.

Ferguson Wellman Capital Management first reported a position in VO in Q2 2017 and has held it in 36 quarters since. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Ferguson Wellman Capital Management held 12,272 shares of Vanguard Morningstar Mid-Cap ETF worth $962K as of Q3 2026.
Ferguson Wellman Capital Management bought 5,752 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $468K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #232 holding.
Ferguson Wellman Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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