FERGUSON WELLMAN CAPITAL MANAGEMENT, INC VDIGX Vanguard Dividend Growth

Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC  ·  31 quarters on record

AI Ownership Summary

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported Vanguard Dividend Growth (VDIGX) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows VDIGX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VDIGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's position in Vanguard Dividend Growth, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VDIGX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held VDIGX — position size vs. price
% of Fund (quarterly)    VDIGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 12,078 0% 0.01% $397K 2026-01-13 $31.04
2025 Q3 ADDED 12,078 +15 +0.1% 0.01% $445K 2025-10-23 $30.03
2025 Q2 REDUCED 12,063 -545 -4.3% 0.01% $438K 2025-07-10 $29.48
2025 Q1 ADDED 12,608 +219 +1.8% 0.01% $445K 2025-04-16 $27.11
2024 Q4 ADDED 12,389 +382 +3.2% 0.01% $449K 2025-01-29 $28.96
2024 Q3 UNCHANGED 12,007 0% 0.01% $502K 2024-10-18 $29.95
2024 Q2 REDUCED 12,007 -50 -0.4% 0.01% $458K 2024-07-16 $27.87
2024 Q1 REDUCED 15.8% -2.0% 12,057 -2,254 -15.8% 0.01% $470K 2024-04-09 $26.92
2023 Q4 ADDED 14,311 +469 +3.4% 0.01% $533K 2024-01-11 $25.97
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FERGUSON WELLMAN CAPITAL MANAGEMENT, INC and VDIGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported owning VDIGX?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported VDIGX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VDIGX position in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for VDIGX was 0.01% in 2023 Q4.

What is the latest reported VDIGX position on this page?

The most recent filing on this page is 2025 Q4, when FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported 12,078 shares, equal to 0.01% of portfolio, with an estimated market value of $397K.

What does the chart on this VDIGX ownership page compare?

The chart compares FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's quarterly VDIGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FERGUSON WELLMAN CAPITAL MANAGEMENT, INC time their VDIGX position?

Based on 13F filing dates vs. subsequent VDIGX price moves, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC correctly timed 11 out of 23 reported position changes (48%). The annualised alpha on VDIGX relative to SPY over the holding period was -2.7%.

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