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Vanguard Wellington shares owned by Ferguson Wellman Capital Management

Quarter-by-quarter ownership of Vanguard Wellington (VWENX) shares owned by Ferguson Wellman Capital Management from 13F filings

Historical chart of Ferguson Wellman Capital Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 7.5k 74.95
2023-12-31 $518k 7.3k 71.40
2023-09-30 $682k 10k 68.05
2023-06-30 $1.1M 15k 70.61
2023-03-31 $1.1M 16k 68.18