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Vanguard Lifestrategy Moderate shares owned by Ferguson Wellman Capital Management

Quarter-by-quarter ownership of Vanguard Lifestrategy Moderate (VSMGX) shares owned by Ferguson Wellman Capital Management from 13F filings

Historical chart of Ferguson Wellman Capital Management investment in Vanguard Lifestrategy Moderate

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All positions including Vanguard Lifestrategy Moderate 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 Lifestrategy Moderate by Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 8.1k 33.80
2024-06-30 $258k 8.1k 31.84
2024-03-31 $258k 8.1k 31.78
2023-12-31 $263k 8.6k 30.45
2023-09-30 $315k 11k 28.68
2023-06-30 $325k 11k 29.63
2023-03-31 $463k 16k 28.95
2022-12-31 $439k 16k 27.45
2022-09-30 $454k 17k 26.21
2022-06-30 $568k 20k 27.88
2022-03-31 $680k 22k 31.64
2021-12-31 $721k 22k 33.54
2021-09-30 $724k 22k 33.37
2021-06-30 $581k 17k 33.63
2021-03-31 $557k 17k 32.29

More positions owned by Ferguson Wellman Capital Management

Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Entergy Corporation (ETR)
Abbvie (ABBV)
Amazon (AMZN)
Cisco Systems (CSCO)
iShares Core S&P 500 ETF Etf (IVV)
Chevron Corporation (CVX)
State Street Corporation (STT)
Wal-Mart Stores (WMT)
Visa (V)

View all positions for Ferguson Wellman Capital Management

Top funds holding Vanguard Lifestrategy Moderate

Arvest Trust
Oakworth Capital

View all funds holding Vanguard Lifestrategy Moderate