SEC 13F Intelligence

Ferguson Wellman Capital Management, Inc / VEA

Ferguson Wellman Capital Management, Inc’s Vanguard Tax-Managed Fds Position

Does Ferguson Wellman Capital Management, Inc own Vanguard Tax-Managed Fds (VEA)? Yes — 206.1K shares worth $13M (+0.18% of its 13F portfolio) as of Q1 2026, down from 362.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
206.1K
% of Portfolio
+0.18%
Quarters Held
10
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $14MQ2 ’19: $14MQ2 ’19Q3 ’19: $13MQ4 ’19: $14MQ4 ’19Q1 ’20: $10MQ2 ’20: $12MQ2 ’20Q3 ’20: $15MQ4 ’20: $17MQ4 ’20Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026206.1K$13M+0.18%
Q4 2020362.4K$17M+0.42%
Q3 2020363.7K$15M+0.41%
Q2 2020317.2K$12M+0.38%
Q1 2020306.7K$10M+0.38%
Q4 2019307.8K$14M+0.40%
Q3 2019304.4K$13M+0.40%
Q2 2019327.9K$14M+0.45%
Q1 2019338.7K$14M+0.47%
Q4 2018356.9K$13M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ferguson Wellman Capital Management, Inc’s full portfolio or all institutional holders of VEA.