Wedmont Private Capital
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Wedmont Private Capital reported 605 stock positions worth $1.4 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.6% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.2%) and VG Morningstar TS MKT ETF-US (VTI, 4.4%). Compared with Q4 2023, it opened 62 new positions, sold out of 26, added to 404 and reduced 96. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale iShares National Muni Bond E (MUB, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $1.4B (Q1 2024)
- SEC Filing
- 0001904274-24-000005 ↗ filed Apr 10, 2024
Holdings Value
Holdings 605 stocks · $1.4B
| VEA Vanguard Ftse Developed ETF | 9.63% | 2,639,218 | $131.9M | Add +7.5% |
| VWO Vanguard Ftse Emerging Marke | 5.17% | 1,654,878 | $70.7M | Add +9.0% |
| VTI VG Morningstar TS MKT ETF-US | 4.40% | 233,693 | $60.3M | Add +6.1% |
| VOO Vanguard S&P 500 ETF | 4.30% | 123,296 | $58.8M | Add +3.5% |
| VTC Vanguard Total Corporate BND | 3.59% | 647,449 | $49.1M | Add +7.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.45% | 640,200 | $47.3M | Reduce -0.0% |
| GOVT iShares US Treasury Bond ETF | 3.07% | 1,866,147 | $42.0M | Add +5.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.81% | 767,452 | $38.5M | Add +15.3% |
| MSFT Microsoft Corp. | 2.50% | 80,247 | $34.2M | Add +5.1% |
| AAPL Apple Inc. | 2.41% | 194,179 | $32.9M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 2.11% | 550,339 | $28.9M | Add +0.8% |
| NVDA Nvidia Corp. | 1.98% | 31,727 | $27.1M | Add +3.1% |
| MUB iShares National Muni Bond E | 1.58% | 202,447 | $21.6M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.53% | 112,870 | $21.0M | Add +5.8% |
| BNDX Vanguard Total Intl Bond ETF | 1.32% | 367,991 | $18.0M | Add +5.0% |
| META Meta Platforms Inc. Class A | 1.22% | 32,320 | $16.7M | Add +3.9% |
| VSS Vanguard Ftse All Wo X-US SC | 1.09% | 126,419 | $14.9M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 0.94% | 81,250 | $12.8M | Add +1.4% |
| SCMB Schwab Municipal Bond ETF | 0.93% | 247,221 | $12.8M | Add +0.3% |
| USHY iShares Broad Usd High Yield | 0.87% | 329,795 | $12.0M | Add +6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.77% | 46,995 | $10.6M | Add +3.5% |
| SCHF Schwab Intl Equity ETF | 0.75% | 263,513 | $10.2M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 24,631 | $10.2M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 0.72% | 62,923 | $9.9M | Add +3.5% |
| LLY Eli Lilly & Co. | 0.65% | 11,825 | $9.0M | Add +5.6% |
| WFC Wells Fargo & Co. | 0.64% | 152,910 | $8.8M | Add +16.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.62% | 34,267 | $8.5M | Add +1.3% |
| AVUS Avantis U.S. Equity ETF | 0.59% | 91,419 | $8.1M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 17,990 | $8.0M | Add +0.6% |
| VIGI Vanguard Int Div App Indx FD | 0.57% | 96,453 | $7.8M | Add +4.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.55% | 291,067 | $7.5M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 14,131 | $7.3M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.50% | 13,130 | $6.9M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 0.46% | 32,102 | $6.3M | Add +5.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.43% | 88,277 | $5.9M | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.42% | 82,167 | $5.7M | Add +5.9% |
| XOM Exxon Mobil Corp. | 0.39% | 44,153 | $5.4M | Add +15.8% |
| TSLA Tesla Inc. | 0.38% | 29,213 | $5.2M | Reduce -5.8% |
| PG The Procter & Gamble Co. | 0.37% | 32,471 | $5.1M | Add +15.6% |
| AVGO Broadcom Inc. | 0.36% | 3,663 | $4.9M | Add +2.1% |
| CRM Salesforce Inc. | 0.35% | 15,904 | $4.8M | Add +19.8% |
| AVUV Avantis US Small Cap Value | 0.35% | 51,863 | $4.8M | Add +5.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 27,417 | $4.4M | Reduce -4.4% |
| AVDE Avantis International Equity | 0.32% | 68,673 | $4.4M | No change |
| AVDV Avantis Intl S/C Value ETF | 0.31% | 64,652 | $4.3M | Add +4.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.30% | 17,416 | $4.1M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 68,884 | $4.1M | Add +0.3% |
| NFLX Netflix Inc. | 0.29% | 6,529 | $4.0M | Add +7.8% |
| V Visa Inc. Class A | 0.29% | 14,544 | $4.0M | Add +5.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.29% | 111,758 | $4.0M | Add +0.0% |
| JNJ Johnson & Johnson | 0.29% | 25,922 | $3.9M | Add +3.2% |
| MA Mastercard Inc. Class A | 0.29% | 8,285 | $3.9M | Add +6.0% |
| MRK Merck & Co. Inc. | 0.28% | 30,765 | $3.9M | Add +8.9% |
| VGT Vanguard Info Tech ETF | 0.28% | 7,362 | $3.8M | Add +24.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 11,136 | $3.8M | Add +22.9% |
| HD Home Depot Inc. | 0.28% | 10,557 | $3.8M | Add +8.2% |
| DOOR Masonite International Corp. | 0.27% | 27,865 | $3.6M | Reduce -26.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.26% | 35,130 | $3.5M | New |
| ITOT iShares Core S&P Total U.S. | 0.25% | 29,582 | $3.4M | Add +2.9% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 17,628 | $3.2M | Add +2.8% |
| ABBV Abbvie Inc. | 0.23% | 18,496 | $3.1M | Add +4.8% |
| AMD Advanced Micro Devices | 0.22% | 17,867 | $3.1M | Add +12.2% |
| COST Costco Wholesale Corp. | 0.22% | 4,191 | $3.0M | Add +7.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 15,802 | $3.0M | Reduce -0.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 19,144 | $3.0M | Reduce -1.3% |
| XLK SS Technology Select Sector | 0.21% | 14,179 | $2.9M | Reduce -0.5% |
| WMT Walmart Inc. | 0.21% | 49,014 | $2.9M | Add +8.7% |
| SCHX Schwab US Large-Cap ETF | 0.21% | 47,161 | $2.9M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.21% | 6,137 | $2.8M | Reduce -20.3% |
| AVEM Avantis Emerging Markets Eq | 0.20% | 45,720 | $2.7M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.20% | 5,493 | $2.7M | Reduce -4.0% |
| VXUS Vanguard Total Intl Stock | 0.20% | 44,507 | $2.7M | Add +0.5% |
| NYF iShares New York Muni Bond E | 0.19% | 49,698 | $2.6M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 22,044 | $2.6M | Add +0.7% |
| VGIT Vanguard Intermediate-Term T | 0.19% | 45,199 | $2.6M | Reduce -8.0% |
| CDNS Cadence Design SYS Inc. | 0.19% | 8,235 | $2.6M | Add +3.1% |
| IWV iShares Russell 3000 ETF | 0.18% | 8,416 | $2.5M | Add +0.6% |
| CAT Caterpillar Inc. | 0.18% | 6,474 | $2.4M | Add +11.0% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 21,242 | $2.3M | Reduce -0.1% |
| VONV Vanguard Russell 1000 Value | 0.17% | 29,296 | $2.3M | Reduce -1.0% |
| VONG Vanguard Russell 1000 Growth | 0.17% | 26,187 | $2.3M | Reduce -5.3% |
| ORCL Oracle Corp. | 0.16% | 18,306 | $2.3M | Add +7.6% |
| INTU Intuit Inc. | 0.16% | 3,368 | $2.2M | Add +7.3% |
| KO The Coca-Cola Co. | 0.16% | 36,289 | $2.2M | Add +5.5% |
| GE General Electric | 0.16% | 14,004 | $2.2M | Add +2.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 40,594 | $2.1M | No change |
| VNQ Vanguard Real Estate ETF | 0.15% | 24,605 | $2.1M | Add +0.2% |
| CVX Chevron Corp. | 0.15% | 12,966 | $2.1M | Add +26.0% |
| AXP American Express Co. | 0.15% | 9,310 | $2.0M | Add +2.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 34,210 | $2.0M | Add +0.3% |
| PEP Pepsico Inc. | 0.15% | 11,742 | $2.0M | Reduce -6.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 53,092 | $2.0M | Add +7.1% |
| SNPS Synopsys Inc. | 0.14% | 3,463 | $2.0M | Add +2.0% |
| COP Conocophillips | 0.14% | 14,862 | $2.0M | Add +2.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.14% | 74,205 | $1.9M | Reduce -6.9% |
| AMAT Applied Materials Inc. | 0.14% | 8,824 | $1.9M | Add +4.9% |
| VGK Vanguard Ftse Europe ETF | 0.13% | 27,246 | $1.8M | Add +0.0% |
| GPN Global Payments Inc. | 0.13% | 13,859 | $1.8M | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.13% | 8,605 | $1.8M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 9,373 | $1.8M | Add +10.9% |
Portfolio Sells Q4 2023 → Q1 2024
| MUB iShares National Muni Bond E | Reduce -1.6% | 1.58% | −0.24 |
| TSLA Tesla Inc. | Reduce -5.8% | 0.38% | −0.23 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.0% | 3.45% | −0.21 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -53.8% | 0.12% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -20.3% | 0.21% | −0.13 |
| CNXC Concentrix Corp. | Sold out | 0.00% | −0.08 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Reduce -4.0% | 0.20% | −0.07 |
| VGSH Vanguard Short-Term Treasury | Reduce -42.6% | 0.07% | −0.07 |
| HUM Humana Inc. | Sold out | 0.00% | −0.05 |
| SUB iShares Short-Term National | Reduce -50.2% | 0.04% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Reduce -8.0% | 0.19% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -48.4% | 0.04% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -8.8% | 0.07% | −0.04 |
| ISHG iShares -3 Year Internationa | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Reduce -22.5% | 0.06% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.4% | 0.32% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -17.5% | 0.05% | −0.03 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.03 |
| PM Philip Morris International | Reduce -21.8% | 0.05% | −0.03 |
| NYF iShares New York Muni Bond E | Reduce -0.4% | 0.19% | −0.03 |
| PEP Pepsico Inc. | Reduce -6.0% | 0.15% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -6.9% | 0.14% | −0.03 |
| SBUX Starbucks Corp. | Reduce -1.6% | 0.11% | −0.03 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.03 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -3.6% | 0.09% | −0.02 |
| PFE Pfizer Inc. | Reduce -10.2% | 0.06% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -11.2% | 0.07% | −0.02 |
| AMT American Tower Corp. | Reduce -22.4% | 0.03% | −0.02 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.02 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.02 |
| VRSN Verisign Inc. | Reduce -14.7% | 0.05% | −0.02 |
| HRB H&R Block Inc. | Reduce -33.0% | 0.03% | −0.02 |
| DE Deere & Co. | Reduce -16.5% | 0.07% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -34.9% | 0.02% | −0.02 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.02 |
| LW Lamb Weston Holdings Inc. | Reduce -11.8% | 0.03% | −0.02 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.02 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.02 |
| LH Laboratory CRP of Amer Hldgs | Sold out | 0.00% | −0.02 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.02 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.02 |
| BEN Franklin Templeton Inc. | Sold out | 0.00% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.9% | 0.10% | −0.02 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +3.1% | 1.98% | +0.66 |
| META Meta Platforms Inc. Class A | Add +3.9% | 1.22% | +0.31 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.26% | +0.26 |
| AMZN Amazon.com Inc. | Add +5.8% | 1.53% | +0.23 |
| MSFT Microsoft Corp. | Add +5.1% | 2.50% | +0.16 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.1% | 4.40% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +9.0% | 5.17% | +0.13 |
| WFC Wells Fargo & Co. | Add +16.4% | 0.64% | +0.11 |
| LLY Eli Lilly & Co. | Add +5.6% | 0.65% | +0.08 |
| XOM Exxon Mobil Corp. | Add +15.8% | 0.39% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +7.5% | 9.63% | +0.07 |
| VT Vanguard Tot World STK ETF | Add +128.0% | 0.13% | +0.07 |
| CRM Salesforce Inc. | Add +19.8% | 0.35% | +0.07 |
| NFLX Netflix Inc. | Add +7.8% | 0.29% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +22.9% | 0.28% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +24.8% | 0.28% | +0.05 |
| CEG Constellation Energy | Add +24.4% | 0.11% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 4.30% | +0.05 |
| AVGO Broadcom Inc. | Add +2.1% | 0.36% | +0.04 |
| CAT Caterpillar Inc. | Add +11.0% | 0.18% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +15.3% | 2.81% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +18.3% | 0.13% | +0.04 |
| TSVT 2SEVENTY Bio Inc. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +5.5% | 0.46% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +12.2% | 0.22% | +0.03 |
| AR Antero Resources Corp. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +4.9% | 0.14% | +0.03 |
| BBWI Bath & Body Works Inc. | New | 0.03% | +0.03 |
| PG The Procter & Gamble Co. | Add +15.6% | 0.37% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 0.72% | +0.03 |
| VLO Valero Energy Corp. | Add +23.1% | 0.09% | +0.03 |
| MU Micron Technology Inc. | Add +6.0% | 0.11% | +0.03 |
| COIN Coinbase Global Inc. Class A | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +26.0% | 0.15% | +0.03 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.03% | +0.03 |
| EPI Wisdomtree India Earnings | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.9% | 0.08% | +0.02 |
| DLR Digital Realty Trust Inc. | New | 0.02% | +0.02 |
| MHK Mohawk Industries Inc. | New | 0.02% | +0.02 |
| SJM The JM Smucker Co. | New | 0.02% | +0.02 |
| DIS The Walt Disney Co. | Add +6.7% | 0.11% | +0.02 |
| UBER Uber Technologies Inc. | Add +16.9% | 0.08% | +0.02 |
| EXE Expand Energy Corp. | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | Add +7.5% | 0.12% | +0.02 |
| FICO Fair Isaac Corp. | New | 0.02% | +0.02 |
| BKR Baker Hughes Co. | Add +109.1% | 0.04% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.1% | 0.75% | +0.02 |
| WMT Walmart Inc. | Add +8.7% | 0.21% | +0.02 |
| DFS Discover Financial Services | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 949 | $3.6B | VEA, VTI, VWO, VOO, IEFA |
| Q1 2026 | 838 | $3.1B | VEA, VWO, VTI, VOO, IEFA |
| Q4 2025 | 806 | $2.9B | VEA, VWO, VTI, VOO, IEFA |
| Q3 2025 | 788 | $2.7B | VEA, VWO, VTI, VOO, IEFA |
| Q2 2025 | 742 | $2.3B | VEA, VWO, VTI, IEFA, VOO |
| Q1 2025 | 699 | $2.0B | VEA, VWO, VTI, IEFA, VOO |
| Q4 2024 | 701 | $1.9B | VEA, VWO, VTI, VOO, IEFA |
| Q3 2024 | 668 | $1.8B | VEA, VWO, VTI, VOO, VTC |
| Q2 2024 | 642 | $1.6B | VEA, VWO, VTI, VOO, VTC |
| Q1 2024 | 605 | $1.4B | VEA, VWO, VTI, VOO, VTC |