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Ferguson Wellman Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ferguson Wellman Capital Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Buy
31,329
+459
+1% +$164K 0.14% 102
2026
Q1 		$9.9M Sell
30,870
-76
-0.2% -$25.5K 0.14% 102
2025
Q4 		$10.4M Buy
30,946
+1,703
+6% +$567K 0.17% 78
2025
Q3 		$9.6M Sell
29,243
-235
-0.8% -$74.2K 0.16% 79
2025
Q2 		$8.96M Sell
29,478
-394
-1% -$111K 0.16% 76
2025
Q1 		$8.21M Buy
29,872
+339
+1% +$98.5K 0.16% 80
2024
Q4 		$8.56M Buy
29,533
+1,658
+6% +$484K 0.16% 80
2024
Q3 		$7.89M Buy
27,875
+567
+2% +$155K 0.15% 84
2024
Q2 		$7.31M Buy
27,308
+1,122
+4% +$290K 0.15% 84
2024
Q1 		$6.81M Sell
26,186
-93
-0.4% -$23K 0.14% 83
2023
Q4 		$6.23M Buy
26,279
+5,100
+24% +$1.13M 0.14% 87
2023
Q3 		$4.5M Sell
21,179
-164
-0.8% -$36.3K 0.11% 100
2023
Q2 		$4.7M Sell
21,343
-659
-3% -$137K 0.11% 103
2023
Q1 		$4.49M Buy
22,002
+599
+3% +$120K 0.11% 101
2022
Q4 		$4.09M Buy
21,403
+9,114
+74% +$1.76M 0.11% 109
2022
Q3 		$2.21M Sell
12,289
-836
-6% -$167K 0.09% 108
2022
Q2 		$2.48M Buy
13,125
+920
+8% +$189K 0.09% 112
2022
Q1 		$2.78M Buy
12,205
+2,484
+26% +$559K 0.09% 116
2021
Q4 		$2.35M Sell
9,721
-8,348
-46% -$1.97M 0.07% 126
2021
Q3 		$4.01M Buy
18,069
+10,660
+144% +$2.43M 0.13% 95
2021
Q2 		$1.65M Hold
7,409
– – 0.05% 148
2021
Q1 		$1.53M Buy
7,409
+3,705
+100% +$750K 0.05% 145
2020
Q4 		$721K Hold
3,704
– – 0.02% 247
2020
Q3 		$631K Buy
3,704
+837
+29% +$141K 0.02% 241
2020
Q2 		$449K Buy
2,867
+235
+9% +$34.7K 0.01% 263
2020
Q1 		$339K Buy
+2,632
New +$407K 0.01% 262

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ferguson Wellman Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, buying an estimated $164K and bringing the position to 31,329 shares worth $11.6M. The position accounts for 0.14% of the portfolio, ranked #102.

Ferguson Wellman Capital Management first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ferguson Wellman Capital Management held 31,329 shares of Vanguard Morningstar Total Stock Market ETF worth $11.6M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 459 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $164K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #102 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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