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Ferguson Wellman Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Ferguson Wellman Capital Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Sell
23,424
-2,436
-9% -$205K 0.02% 180
2026
Q1 		$1.88M Buy
25,860
+1,446
+6% +$112K 0.03% 178
2025
Q4 		$1.99M Buy
24,414
+612
+3% +$49.7K 0.03% 138
2025
Q3 		$1.9M Sell
23,802
-312
-1% -$23.8K 0.03% 138
2025
Q2 		$1.76M Sell
24,114
-558
-2% -$36.7K 0.03% 147
2025
Q1 		$1.52M Buy
24,672
+2,574
+12% +$174K 0.03% 153
2024
Q4 		$1.51M Buy
22,098
+30
+0.1% +$2.02K 0.03% 156
2024
Q3 		$1.41M Hold
22,068
– – 0.03% 164
2024
Q2 		$1.38M Buy
22,068
+288
+1% +$16.8K 0.03% 156
2024
Q1 		$1.25M Sell
21,780
-2,508
-10% -$138K 0.03% 175
2023
Q4 		$1.26M Buy
24,288
+2,274
+10% +$110K 0.03% 171
2023
Q3 		$999K Sell
22,014
-1,122
-5% -$53K 0.02% 180
2023
Q2 		$1.09M Buy
23,136
+1,038
+5% +$45K 0.03% 183
2023
Q1 		$919K Buy
22,098
+3,636
+20% +$141K 0.02% 197
2022
Q4 		$656K Buy
18,462
+9,114
+97% +$335K 0.02% 223
2022
Q3 		$333K Sell
9,348
-438
-4% -$17.6K 0.01% 254
2022
Q2 		$364K Buy
9,786
+852
+10% +$35K 0.01% 253
2022
Q1 		$428K Buy
8,934
+144
+2% +$6.81K 0.01% 253
2021
Q4 		$470K Sell
8,790
-7,692
-47% -$401K 0.01% 247
2021
Q3 		$797K Buy
16,482
+4,608
+39% +$229K 0.03% 198
2021
Q2 		$568K Buy
11,874
+1,674
+16% +$76K 0.02% 231
2021
Q1 		$437K Sell
10,200
-14,718
-59% -$630K 0.02% 248
2020
Q4 		$1.05M Sell
24,918
-1,080
-4% -$43.1K 0.03% 219
2020
Q3 		$986K Buy
25,998
+18,498
+247% +$683K 0.03% 214
2020
Q2 		$253K Buy
+7,500
New +$231K 0.01% 307
2020
Q1 		– Sell
-9,096
Closed -$276K – 360
2019
Q4 		$276K Buy
+9,096
New +$263K 0.01% 313

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Ferguson Wellman Capital Management reduced its Vanguard Growth ETF (VUG) stake by 9.4% in Q2 2026, selling an estimated $205K and leaving 23,424 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #180.

Ferguson Wellman Capital Management first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 1,160 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ferguson Wellman Capital Management held 23,424 shares of Vanguard Growth ETF worth $2.02M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 2,436 Vanguard Growth ETF shares in Q2 2026, an estimated $205K.
  • Vanguard Growth ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #180 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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