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Ferguson Wellman Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Ferguson Wellman Capital Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.43M Sell
5,735
-55
-0.9% -$34.4K 0.05% 143
2025
Q4 		$3.63M Buy
5,790
+14
+0.2% +$8.7K 0.06% 107
2025
Q3 		$3.54M Sell
5,776
-1,362
-19% -$803K 0.06% 111
2025
Q2 		$4.05M Buy
7,138
+569
+9% +$299K 0.07% 107
2025
Q1 		$3.38M Buy
6,569
+226
+4% +$122K 0.07% 112
2024
Q4 		$3.42M Sell
6,343
-6
-0.1% -$3.25K 0.07% 114
2024
Q3 		$3.35M Sell
6,349
-224
-3% -$114K 0.06% 121
2024
Q2 		$3.29M Sell
6,573
-427
-6% -$205K 0.07% 115
2024
Q1 		$3.36M Sell
7,000
-1,616
-19% -$740K 0.07% 119
2023
Q4 		$3.76M Buy
8,616
+4,857
+129% +$1.99M 0.08% 115
2023
Q3 		$1.48M Sell
3,759
-504
-12% -$206K 0.04% 144
2023
Q2 		$1.74M Buy
4,263
+728
+21% +$281K 0.04% 146
2023
Q1 		$1.33M Sell
3,535
-163
-4% -$59.8K 0.03% 162
2022
Q4 		$1.3M Sell
3,698
-15
-0.4% -$5.3K 0.03% 171
2022
Q3 		$1.22M Sell
3,713
-310
-8% -$113K 0.05% 147
2022
Q2 		$1.4M Buy
4,023
+400
+11% +$151K 0.05% 145
2022
Q1 		$1.5M Buy
3,623
+969
+37% +$397K 0.05% 154
2021
Q4 		$1.16M Sell
2,654
-56
-2% -$23.6K 0.03% 170
2021
Q3 		$1.07M Buy
2,710
+308
+13% +$125K 0.03% 181
2021
Q2 		$945K Hold
2,402
– – 0.03% 190
2021
Q1 		$875K Hold
2,402
– – 0.03% 190
2020
Q4 		$826K Buy
2,402
+40
+2% +$13K 0.02% 236
2020
Q3 		$727K Buy
2,362
+553
+31% +$168K 0.02% 232
2020
Q2 		$513K Sell
1,809
-75
-4% -$20.2K 0.02% 246
2020
Q1 		$446K Sell
1,884
-1,215
-39% -$340K 0.02% 234
2019
Q4 		$917K Sell
3,099
-84
-3% -$23.8K 0.03% 222
2019
Q3 		$868K Buy
3,183
+135
+4% +$36.6K 0.03% 221
2019
Q2 		$820K Buy
3,048
+50
+2% +$13.2K 0.03% 213
2019
Q1 		$778K Sell
2,998
-30
-1% -$7.49K 0.03% 218
2018
Q4 		$696K Sell
3,028
-65
-2% -$16.1K 0.03% 227
2018
Q3 		$826K Hold
3,093
– – 0.03% 202
2018
Q2 		$772K Sell
3,093
-1,069
-26% -$265K 0.03% 205
2018
Q1 		$1.01M Buy
4,162
+1,046
+34% +$262K 0.04% 193
2017
Q4 		$764K Buy
3,116
+40
+1% +$9.56K 0.03% 211
2017
Q3 		$710K Buy
3,076
+1,215
+65% +$275K 0.03% 210
2017
Q2 		$413K Buy
1,861
+322
+21% +$70.9K 0.02% 246
2017
Q1 		$333K Buy
1,539
+150
+11% +$32K 0.01% 269
2016
Q4 		$285K Buy
1,389
+177
+15% +$35.5K 0.01% 286
2016
Q3 		$241K Buy
+1,212
New +$240K 0.01% 286

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ferguson Wellman Capital Management's VOO Position: Q1 2026 in Review

Ferguson Wellman Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.95% in Q1 2026, selling an estimated $34.4K and leaving 5,735 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #143.

Ferguson Wellman Capital Management first reported a position in VOO in Q3 2016 and has held it in 39 quarters since. The position peaked at $4.05M in Q2 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Ferguson Wellman Capital Management held 5,735 shares of Vanguard S&P 500 ETF worth $3.43M as of Q1 2026.
  • Ferguson Wellman Capital Management sold 55 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard S&P 500 ETF made up 0.05% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #143 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 39 quarters since.
  • Ferguson Wellman Capital Management's Vanguard S&P 500 ETF position peaked at $4.05M in Q2 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.