Wedmont Private Capital
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Wedmont Private Capital reported 642 stock positions worth $1.6 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, 4.3%). Compared with Q1 2024, it opened 74 new positions, sold out of 37, added to 434 and reduced 102. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $1.6B (Q2 2024)
- SEC Filing
- 0001904274-24-000006 ↗ filed Jul 15, 2024
Holdings Value
Holdings 642 stocks · $1.6B
| VEA Vanguard Ftse Developed ETF | 9.56% | 2,950,399 | $151.9M | Add +11.8% |
| VWO Vanguard Ftse Emerging Marke | 5.23% | 1,823,020 | $83.1M | Add +10.2% |
| VTI VG Morningstar TS MKT ETF-US | 4.29% | 247,408 | $68.2M | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 4.27% | 131,986 | $67.9M | Add +7.0% |
| VTC Vanguard Total Corporate BND | 3.52% | 728,836 | $56.0M | Add +12.6% |
| GOVT iShares US Treasury Bond ETF | 3.04% | 2,118,498 | $48.3M | Add +13.5% |
| IEFA iShares Core MSCI Eafe ETF | 3.03% | 635,294 | $48.1M | Reduce -0.8% |
| AAPL Apple Inc. | 2.97% | 204,579 | $47.2M | Add +5.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.89% | 908,607 | $45.9M | Add +18.4% |
| NVDA Nvidia Corp. | 2.75% | 338,214 | $43.7M | Add +6.6% |
| MSFT Microsoft Corp. | 2.44% | 85,591 | $38.8M | Add +6.7% |
| IEMG iShares Core MSCI Emerging | 2.08% | 592,353 | $33.0M | Add +7.6% |
| AMZN Amazon.com Inc. | 1.51% | 123,255 | $24.0M | Add +9.2% |
| MUB iShares National Muni Bond E | 1.43% | 211,940 | $22.7M | Add +4.7% |
| BNDX Vanguard Total Intl Bond ETF | 1.26% | 408,743 | $20.0M | Add +11.1% |
| META Meta Platforms Inc. Class A | 1.19% | 38,036 | $19.0M | Add +17.7% |
| VSS Vanguard Ftse All Wo X-US SC | 1.05% | 136,235 | $16.7M | Add +7.8% |
| GOOG Alphabet Inc. Class C | 0.96% | 81,853 | $15.3M | Add +0.7% |
| USHY iShares Broad Usd High Yield | 0.82% | 354,004 | $13.0M | Add +7.3% |
| GOOGL Alphabet Inc. Class A | 0.82% | 70,021 | $13.0M | Add +11.3% |
| SCMB Schwab Municipal Bond ETF | 0.81% | 248,979 | $12.9M | Add +0.7% |
| SCHF Schwab Intl Equity ETF | 0.79% | 314,576 | $12.6M | Add +19.4% |
| LLY Eli Lilly & Co. | 0.74% | 12,410 | $11.8M | Add +5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.73% | 51,510 | $11.6M | Add +9.6% |
| ORCL Oracle Corp. | 0.71% | 78,367 | $11.3M | Add +328.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 26,168 | $11.1M | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 40,356 | $10.0M | Add +17.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 18,708 | $9.3M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 16,432 | $9.2M | Add +16.3% |
| ADBE Adobe Inc. | 0.58% | 16,397 | $9.2M | Add +198.5% |
| WFC Wells Fargo & Co. | 0.58% | 161,963 | $9.2M | Add +5.9% |
| VIGI Vanguard Int Div App Indx FD | 0.56% | 106,136 | $9.0M | Add +10.0% |
| TSLA Tesla Inc. | 0.54% | 34,770 | $8.6M | Add +19.0% |
| AVUS Avantis U.S. Equity ETF | 0.53% | 91,474 | $8.5M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.46% | 13,093 | $7.4M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.46% | 43,286 | $7.4M | Add +1081.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.46% | 262,178 | $7.3M | Reduce -9.9% |
| JPM JPMorgan Chase & Co. | 0.45% | 35,161 | $7.2M | Add +9.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.41% | 91,225 | $6.5M | Add +11.0% |
| XOM Exxon Mobil Corp. | 0.39% | 54,911 | $6.2M | Add +24.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.38% | 89,310 | $6.1M | Add +1.2% |
| PG The Procter & Gamble Co. | 0.37% | 35,546 | $5.9M | Add +9.5% |
| AVUV Avantis US Small Cap Value | 0.36% | 61,203 | $5.7M | Add +18.0% |
| UNH Unitedhealth Group Inc. | 0.35% | 10,941 | $5.6M | Add +78.3% |
| NFLX Netflix Inc. | 0.34% | 8,251 | $5.3M | Add +26.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.32% | 50,988 | $5.1M | Add +45.1% |
| AVDV Avantis Intl S/C Value ETF | 0.31% | 72,140 | $4.9M | Add +11.6% |
| AVDE Avantis International Equity | 0.28% | 69,047 | $4.5M | Add +0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 17,435 | $4.5M | Add +0.1% |
| V Visa Inc. Class A | 0.28% | 16,572 | $4.4M | Add +13.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 26,720 | $4.4M | Reduce -2.5% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 71,465 | $4.3M | Add +3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 11,141 | $4.3M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.27% | 33,302 | $4.3M | Add +8.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.26% | 111,633 | $4.2M | Reduce -0.1% |
| HD Home Depot Inc. | 0.26% | 11,354 | $4.1M | Add +7.5% |
| MA Mastercard Inc. Class A | 0.26% | 9,254 | $4.1M | Add +11.7% |
| CRM Salesforce Inc. | 0.25% | 15,874 | $4.0M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.25% | 4,723 | $4.0M | Add +12.7% |
| VGT Vanguard Info Tech ETF | 0.25% | 6,610 | $4.0M | Reduce -10.2% |
| WMT Walmart Inc. | 0.23% | 53,522 | $3.7M | Add +9.2% |
| VXUS Vanguard Total Intl Stock | 0.23% | 58,303 | $3.7M | Add +31.0% |
| ABBV Abbvie Inc. | 0.23% | 21,117 | $3.6M | Add +14.2% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 29,353 | $3.6M | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.22% | 19,534 | $3.5M | Add +9.3% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 18,712 | $3.5M | Add +6.2% |
| XLK SS Technology Select Sector | 0.21% | 14,369 | $3.4M | Add +1.3% |
| JNJ Johnson & Johnson | 0.21% | 22,230 | $3.3M | Reduce -14.2% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 47,620 | $3.2M | Add +1.0% |
| VGK Vanguard Ftse Europe ETF | 0.20% | 44,751 | $3.1M | Add +64.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 15,904 | $3.0M | Add +0.7% |
| AVEM Avantis Emerging Markets Eq | 0.18% | 46,292 | $2.9M | Add +1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 18,398 | $2.8M | Reduce -3.9% |
| KO The Coca-Cola Co. | 0.17% | 42,744 | $2.7M | Add +17.8% |
| VT Vanguard Tot World STK ETF | 0.17% | 23,349 | $2.7M | Add +48.4% |
| IWV iShares Russell 3000 ETF | 0.17% | 8,432 | $2.7M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 21,828 | $2.7M | Reduce -1.0% |
| VONG Vanguard Russell 1000 Growth | 0.17% | 27,277 | $2.6M | Add +4.2% |
| VGIT Vanguard Intermediate-Term T | 0.16% | 44,545 | $2.6M | Reduce -1.4% |
| CDNS Cadence Design SYS Inc. | 0.16% | 8,243 | $2.6M | Add +0.1% |
| NYF iShares New York Muni Bond E | 0.16% | 46,727 | $2.5M | Reduce -6.0% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 22,139 | $2.5M | Add +4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 59,145 | $2.5M | Add +11.4% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 15,259 | $2.4M | Add +9.0% |
| IWB iShares Russell 1000 ETF | 0.15% | 7,918 | $2.4M | Add +107.5% |
| INTU Intuit Inc. | 0.15% | 3,678 | $2.4M | Add +9.2% |
| AMAT Applied Materials Inc. | 0.15% | 9,584 | $2.3M | Add +8.6% |
| AXP American Express Co. | 0.15% | 9,671 | $2.3M | Add +3.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 37,125 | $2.3M | Add +8.5% |
| RVMD Revolution Medicines Inc. | 0.14% | 49,600 | $2.2M | No change |
| VONV Vanguard Russell 1000 Value | 0.14% | 28,234 | $2.2M | Reduce -3.6% |
| CVX Chevron Corp. | 0.14% | 13,982 | $2.2M | Add +7.8% |
| VNQ Vanguard Real Estate ETF | 0.14% | 24,789 | $2.2M | Add +0.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 40,594 | $2.2M | No change |
| PEP Pepsico Inc. | 0.13% | 12,844 | $2.1M | Add +9.4% |
| ISRG Intuitive Surgical Inc. | 0.13% | 4,759 | $2.1M | Add +8.3% |
| CAT Caterpillar Inc. | 0.13% | 6,174 | $2.1M | Reduce -4.6% |
| QCOM Qualcomm Inc. | 0.13% | 10,208 | $2.1M | Add +12.1% |
| SNPS Synopsys Inc. | 0.13% | 3,332 | $2.0M | Reduce -3.8% |
| GS Goldman Sachs Group Inc. | 0.13% | 4,233 | $2.0M | Add +9.9% |
Portfolio Sells Q1 2024 → Q2 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 3.03% | −0.43 |
| DOOR Masonite International Corp. | Sold out | 0.00% | −0.27 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.10 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.25% | −0.10 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -9.9% | 0.46% | −0.09 |
| JNJ Johnson & Johnson | Reduce -14.2% | 0.21% | −0.08 |
| CVS CVS Health Corp. | Reduce -44.4% | 0.04% | −0.06 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.05 |
| SBUX Starbucks Corp. | Reduce -21.2% | 0.07% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.5% | 0.28% | −0.05 |
| CAT Caterpillar Inc. | Reduce -4.6% | 0.13% | −0.05 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -16.1% | 0.08% | −0.04 |
| ACN Accenture PLC Class A | Reduce -20.3% | 0.07% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.46% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.9% | 0.18% | −0.04 |
| NYF iShares New York Muni Bond E | Reduce -6.0% | 0.16% | −0.04 |
| VRSN Verisign Inc. | Reduce -59.4% | 0.02% | −0.04 |
| INTC Intel Corp. | Reduce -29.8% | 0.04% | −0.04 |
| MCD McDonald's Corp. | Reduce -11.1% | 0.08% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.1% | 0.26% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -10.2% | 0.25% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -8.9% | 0.10% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -33.8% | 0.06% | −0.03 |
| SLB SLB Ltd. | Reduce -15.3% | 0.05% | −0.03 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -27.6% | 0.03% | −0.03 |
| VONV Vanguard Russell 1000 Value | Reduce -3.6% | 0.14% | −0.03 |
| SMIN iShares MSCI India Small-Cap | Sold out | 0.00% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -1.4% | 0.16% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.0% | 0.17% | −0.03 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -3.3% | 0.08% | −0.02 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.02 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.8% | 0.23% | −0.02 |
| PCAR Paccar Inc. | Reduce -4.5% | 0.05% | −0.02 |
| WST West Pharmaceutical Services | Reduce -11.3% | 0.04% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -14.5% | 0.06% | −0.02 |
| NUE Nucor Corp. | Reduce -6.0% | 0.04% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -5.2% | 0.07% | −0.02 |
| CNC Centene Corp. | Sold out | 0.00% | −0.02 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.02 |
| DXCM Dexcom Inc. | Reduce -4.9% | 0.04% | −0.02 |
| BBWI Bath & Body Works Inc. | Reduce -40.8% | 0.01% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.08% | −0.02 |
| DHI D.R. Horton Inc. | Reduce -5.0% | 0.07% | −0.02 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.02 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -36.6% | 0.01% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +6.6% | 2.75% | +0.77 |
| AAPL Apple Inc. | Add +5.4% | 2.97% | +0.56 |
| ORCL Oracle Corp. | Add +328.1% | 0.71% | +0.55 |
| ADBE Adobe Inc. | Add +198.5% | 0.58% | +0.38 |
| TSLA Tesla Inc. | Add +19.0% | 0.54% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +78.3% | 0.35% | +0.15 |
| AVGO Broadcom Inc. | Add +1081.7% | 0.46% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +11.3% | 0.82% | +0.10 |
| LLY Eli Lilly & Co. | Add +5.0% | 0.74% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +18.4% | 2.89% | +0.07 |
| IWB iShares Russell 1000 ETF | Add +107.5% | 0.15% | +0.07 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +45.1% | 0.32% | +0.06 |
| VGK Vanguard Ftse Europe ETF | Add +64.3% | 0.20% | +0.06 |
| VPL Vanguard Ftse Pacific ETF | Add +171.1% | 0.10% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +10.2% | 5.23% | +0.06 |
| LEG Leggett & Platt Inc. | New | 0.05% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +48.4% | 0.17% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +19.4% | 0.79% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.3% | 0.58% | +0.04 |
| NFLX Netflix Inc. | Add +26.4% | 0.34% | +0.04 |
| SCHA Schwab US Small-Cap ETF | New | 0.04% | +0.04 |
| PM Philip Morris International | Add +64.2% | 0.09% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +31.0% | 0.23% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | New | 0.03% | +0.03 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.03% | +0.03 |
| KHC The Kraft Heinz Co. | Add +180.7% | 0.06% | +0.03 |
| COST Costco Wholesale Corp. | Add +12.7% | 0.25% | +0.03 |
| CPB The Campbell's Company | New | 0.03% | +0.03 |
| NTSX Wisdomtree US Efficient Core | New | 0.03% | +0.03 |
| SNOW Snowflake Inc. | New | 0.03% | +0.03 |
| PEG Public Service Enterprise GP | New | 0.03% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.02% | +0.02 |
| DFUV Dimensional US Marketwide Va | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 0.96% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.02% | +0.02 |
| SYF Synchrony Financial | New | 0.02% | +0.02 |
| NEM Newmont Corp. | New | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | Add +24.4% | 0.10% | +0.02 |
| DON Wisdomtree US Midcap Dividen | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +29.8% | 0.08% | +0.02 |
| AVLV Avantis US Large Cap Value | Add +60.6% | 0.08% | +0.02 |
| DFAT Dimensional US Target Value | Add +96.2% | 0.05% | +0.02 |
| IAUM iShares Gold Trust Micro | New | 0.02% | +0.02 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| TTWO Take-Two Interactive Softwre | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +9.2% | 0.23% | +0.02 |
| UITB Victoryshares Core Intermedi | New | 0.02% | +0.02 |
| DRVN Driven Brands Holdings Inc. | Add +255.8% | 0.03% | +0.02 |
| LNC Lincoln National Corp. | New | 0.02% | +0.02 |
| AAP Advance Auto Parts Inc. | 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 |