FWCM
VUG icon

Ferguson Wellman Capital Management’s Vanguard Morningstar 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
Q3 		$2.35M Buy
26,034
+2,610
+11% +$228K 0.03% 170
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

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

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

Ferguson Wellman Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q3 2026, buying an estimated $228K and bringing the position to 26,034 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #170.

Ferguson Wellman Capital Management first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 44 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Ferguson Wellman Capital Management held 26,034 shares of Vanguard Morningstar Growth ETF worth $2.35M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 2,610 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $228K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #170 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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