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Ferguson Wellman Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ferguson Wellman Capital Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04M Buy
2,958
+12
+0.4% +$4.2K 0.01% 225
2026
Q2 		$1.01M Sell
2,946
-65
-2% -$21.7K 0.01% 233
2026
Q1 		$900K Hold
3,011
– – 0.01% 226
2025
Q4 		$948K Hold
3,011
– – 0.02% 190
2025
Q3 		$927K Hold
3,011
– – 0.02% 189
2025
Q2 		$859K Sell
3,011
-99
-3% -$26.1K 0.02% 192
2025
Q1 		$799K Hold
3,110
– – 0.02% 204
2024
Q4 		$839K Hold
3,110
– – 0.02% 196
2024
Q3 		$819K Hold
3,110
– – 0.02% 201
2024
Q2 		$776K Sell
3,110
-23
-0.7% -$5.53K 0.02% 199
2024
Q1 		$751K Buy
3,133
+23
+0.7% +$5.26K 0.02% 214
2023
Q4 		$678K Sell
3,110
-115
-4% -$23.5K 0.02% 220
2023
Q3 		$631K Hold
3,225
– – 0.02% 217
2023
Q2 		$654K Sell
3,225
-95
-3% -$18.2K 0.02% 228
2023
Q1 		$620K Sell
3,320
-330
-9% -$60.1K 0.02% 227
2022
Q4 		$636K Sell
3,650
-115
-3% -$20.2K 0.02% 230
2022
Q3 		$616K Hold
3,765
– – 0.02% 198
2022
Q2 		$649K Buy
3,765
+25
+0.7% +$4.69K 0.02% 203
2022
Q1 		$780K Hold
3,740
– – 0.02% 202
2021
Q4 		$827K Buy
3,740
+25
+0.7% +$5.36K 0.02% 200
2021
Q3 		$746K Buy
3,715
+50
+1% +$10.3K 0.02% 202
2021
Q2 		$736K Hold
3,665
– – 0.02% 206
2021
Q1 		$679K Buy
3,665
+55
+2% +$9.97K 0.02% 207
2020
Q4 		$634K Buy
3,610
+120
+3% +$19.9K 0.02% 258
2020
Q3 		$546K Buy
3,490
+255
+8% +$39.3K 0.02% 255
2020
Q2 		$463K Buy
3,235
+40
+1% +$5.41K 0.01% 257
2020
Q1 		$378K Sell
3,195
-251
-7% -$35.3K 0.01% 253
2019
Q4 		$509K Buy
3,446
+431
+14% +$61K 0.02% 267
2019
Q3 		$411K Hold
3,015
– – 0.01% 277
2019
Q2 		$406K Buy
3,015
+40
+1% +$5.29K 0.01% 266
2019
Q1 		$386K Buy
2,975
+45
+2% +$5.63K 0.01% 264
2018
Q4 		$337K Sell
2,930
-399
-12% -$49.4K 0.01% 279
2018
Q3 		$444K Sell
3,329
-208
-6% -$27.2K 0.01% 250
2018
Q2 		$441K Buy
3,537
+750
+27% +$93.2K 0.02% 251
2018
Q1 		$338K Buy
2,787
+80
+3% +$10K 0.01% 280
2017
Q4 		$332K Buy
2,707
+43
+2% +$5.14K 0.01% 285
2017
Q3 		$307K Buy
2,664
+45
+2% +$5.1K 0.01% 283
2017
Q2 		$291K Buy
2,619
+91
+4% +$10K 0.01% 282
2017
Q1 		$273K Sell
2,528
-1,778
-41% -$190K 0.01% 290
2016
Q4 		$441K Buy
4,306
+2,073
+93% +$208K 0.02% 237
2016
Q3 		$221K Buy
2,233
+99
+5% +$9.8K 0.01% 293
2016
Q2 		$205K Buy
+2,134
New +$202K 0.01% 313

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Ferguson Wellman Capital Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.41% in Q3 2026, buying an estimated $4.2K and bringing the position to 2,958 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #225.

Ferguson Wellman Capital Management first reported a position in VV in Q2 2016 and has held it in 42 quarters since. 23 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Ferguson Wellman Capital Management held 2,958 shares of Vanguard Morningstar Large-Cap ETF worth $1.04M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 12 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $4.2K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #225 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2016 and has held it in 42 quarters since.
  • 23 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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