Wedmont Private Capital
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 8, 2024), Wedmont Private Capital reported 668 stock positions worth $1.8 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.4% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.9%) and VG Morningstar TS MKT ETF-US (VTI, 4.7%). Compared with Q2 2024, it opened 54 new positions, sold out of 28, added to 432 and reduced 132. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +14%) and the biggest sale Adobe (ADBE, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $1.8B (Q3 2024)
- SEC Filing
- 0001904274-24-000008 ↗ filed Oct 8, 2024
Holdings Value
Holdings 668 stocks · $1.8B
| VEA Vanguard Ftse Developed ETF | 9.37% | 3,162,840 | $164.1M | Add +7.2% |
| VWO Vanguard Ftse Emerging Marke | 5.88% | 2,080,301 | $103.0M | Add +14.1% |
| VTI VG Morningstar TS MKT ETF-US | 4.74% | 296,463 | $83.1M | Add +19.8% |
| VOO Vanguard S&P 500 ETF | 4.55% | 152,797 | $79.7M | Add +15.8% |
| VTC Vanguard Total Corporate BND | 3.61% | 809,524 | $63.2M | Add +11.1% |
| GOVT iShares US Treasury Bond ETF | 3.15% | 2,392,973 | $55.2M | Add +13.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.08% | 1,061,658 | $54.0M | Add +16.8% |
| IEFA iShares Core MSCI Eafe ETF | 3.08% | 703,800 | $53.9M | Add +10.8% |
| AAPL Apple Inc. | 2.90% | 229,507 | $50.9M | Add +12.2% |
| NVDA Nvidia Corp. | 2.74% | 375,802 | $48.0M | Add +11.1% |
| MSFT Microsoft Corp. | 2.13% | 91,202 | $37.4M | Add +6.6% |
| IEMG iShares Core MSCI Emerging | 2.12% | 630,725 | $37.2M | Add +6.5% |
| META Meta Platforms Inc. Class A | 1.37% | 41,042 | $24.0M | Add +7.9% |
| AMZN Amazon.com Inc. | 1.34% | 130,224 | $23.5M | Add +5.7% |
| MUB iShares National Muni Bond E | 1.32% | 214,323 | $23.1M | Add +1.1% |
| BNDX Vanguard Total Intl Bond ETF | 1.25% | 439,178 | $21.9M | Add +7.5% |
| VSS Vanguard Ftse All Wo X-US SC | 1.10% | 154,136 | $19.2M | Add +13.1% |
| ORCL Oracle Corp. | 0.87% | 89,486 | $15.2M | Add +14.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.82% | 61,242 | $14.4M | Add +18.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 31,661 | $14.4M | Add +21.0% |
| USHY iShares Broad Usd High Yield | 0.80% | 377,158 | $14.0M | Add +6.5% |
| GOOG Alphabet Inc. Class C | 0.79% | 83,762 | $13.8M | Add +2.3% |
| SCHF Schwab Intl Equity ETF | 0.78% | 337,139 | $13.6M | Add +7.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.77% | 51,785 | $13.6M | Add +28.3% |
| SCMB Schwab Municipal Bond ETF | 0.74% | 247,189 | $12.9M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.73% | 78,390 | $12.8M | Add +11.9% |
| LLY Eli Lilly & Co. | 0.67% | 13,002 | $11.7M | Add +4.8% |
| VIGI Vanguard Int Div App Indx FD | 0.60% | 121,335 | $10.5M | Add +14.3% |
| TSLA Tesla Inc. | 0.54% | 39,107 | $9.4M | Add +12.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 16,211 | $9.2M | Reduce -1.3% |
| WFC Wells Fargo & Co. | 0.52% | 160,485 | $9.2M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 18,848 | $9.1M | Add +0.8% |
| AVUS Avantis U.S. Equity ETF | 0.49% | 91,523 | $8.6M | Add +0.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.46% | 267,512 | $8.1M | Add +2.0% |
| AVGO Broadcom Inc. | 0.45% | 45,412 | $8.0M | Reduce -89.5% |
| JPM JPMorgan Chase & Co. | 0.44% | 36,609 | $7.7M | Add +4.1% |
| IVV iShares Core S&P 500 ETF | 0.44% | 13,404 | $7.6M | Add +2.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.42% | 100,770 | $7.4M | Add +10.5% |
| XOM Exxon Mobil Corp. | 0.42% | 58,146 | $7.3M | Add +5.9% |
| AVUV Avantis US Small Cap Value | 0.41% | 75,347 | $7.2M | Add +23.1% |
| UNH Unitedhealth Group Inc. | 0.41% | 12,280 | $7.2M | Add +12.2% |
| NFLX Netflix Inc. | 0.36% | 9,094 | $6.4M | Add +10.2% |
| PG The Procter & Gamble Co. | 0.35% | 36,641 | $6.1M | Add +3.1% |
| V Visa Inc. Class A | 0.35% | 22,217 | $6.1M | Add +34.1% |
| AVDV Avantis Intl S/C Value ETF | 0.34% | 86,269 | $6.0M | Add +19.6% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.32% | 55,731 | $5.6M | Add +9.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.32% | 79,856 | $5.6M | Reduce -10.6% |
| HD Home Depot Inc. | 0.28% | 12,063 | $4.9M | Add +6.2% |
| CRM Salesforce Inc. | 0.28% | 16,972 | $4.8M | Add +6.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 27,448 | $4.8M | Add +2.7% |
| MA Mastercard Inc. Class A | 0.27% | 9,514 | $4.7M | Add +2.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 17,537 | $4.6M | Add +0.6% |
| AVDE Avantis International Equity | 0.26% | 69,142 | $4.6M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.26% | 5,152 | $4.5M | Add +9.1% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 72,187 | $4.5M | Add +1.0% |
| WMT Walmart Inc. | 0.25% | 55,842 | $4.4M | Add +4.3% |
| ABBV Abbvie Inc. | 0.24% | 22,168 | $4.3M | Add +5.0% |
| SCHC Schwab Intl Small-Cap Equity | 0.24% | 113,304 | $4.3M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 10,959 | $4.2M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.22% | 24,651 | $3.9M | Add +10.9% |
| VGT Vanguard Info Tech ETF | 0.22% | 6,723 | $3.9M | Add +1.7% |
| VXUS Vanguard Total Intl Stock | 0.21% | 57,718 | $3.7M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 29,278 | $3.6M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 18,397 | $3.6M | Reduce -1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 17,749 | $3.5M | Add +11.6% |
| AMD Advanced Micro Devices | 0.20% | 20,044 | $3.4M | Add +2.6% |
| VT Vanguard Tot World STK ETF | 0.19% | 27,902 | $3.3M | Add +19.5% |
| XLK SS Technology Select Sector | 0.18% | 14,377 | $3.2M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.18% | 29,279 | $3.2M | Reduce -12.1% |
| VGK Vanguard Ftse Europe ETF | 0.18% | 44,752 | $3.1M | Add +0.0% |
| KO The Coca-Cola Co. | 0.18% | 44,557 | $3.1M | Add +4.2% |
| AVEM Avantis Emerging Markets Eq | 0.17% | 46,292 | $3.1M | No change |
| VYM Vanguard High DVD Yield ETF | 0.17% | 23,763 | $3.0M | Add +8.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 18,065 | $3.0M | Reduce -1.8% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 16,021 | $3.0M | Add +5.0% |
| AXP American Express Co. | 0.16% | 10,261 | $2.8M | Add +6.1% |
| VGIT Vanguard Intermediate-Term T | 0.16% | 46,834 | $2.8M | Add +5.1% |
| IWV iShares Russell 3000 ETF | 0.16% | 8,453 | $2.7M | Add +0.3% |
| CAT Caterpillar Inc. | 0.16% | 6,846 | $2.7M | Add +10.9% |
| ISRG Intuitive Surgical Inc. | 0.15% | 5,671 | $2.7M | Add +19.2% |
| ADBE Adobe Inc. | 0.15% | 5,364 | $2.6M | Reduce -67.3% |
| VONG Vanguard Russell 1000 Growth | 0.15% | 27,267 | $2.6M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 22,202 | $2.5M | Add +0.3% |
| VNQ Vanguard Real Estate ETF | 0.15% | 26,968 | $2.5M | Add +8.8% |
| CEG Constellation Energy | 0.14% | 9,008 | $2.5M | Add +8.8% |
| NYF iShares New York Muni Bond E | 0.14% | 46,413 | $2.5M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.14% | 7,923 | $2.5M | Add +0.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.14% | 94,397 | $2.5M | Add +26.9% |
| VONV Vanguard Russell 1000 Value | 0.14% | 29,080 | $2.4M | Add +3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 10,354 | $2.4M | Add +6.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 58,524 | $2.3M | Reduce -1.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 36,699 | $2.3M | Reduce -1.1% |
| RVMD Revolution Medicines Inc. | 0.13% | 47,600 | $2.3M | Reduce -4.0% |
| INTU Intuit Inc. | 0.13% | 3,729 | $2.2M | Add +1.4% |
| GS Goldman Sachs Group Inc. | 0.13% | 4,524 | $2.2M | Add +6.9% |
| CDNS Cadence Design SYS Inc. | 0.13% | 8,418 | $2.2M | Add +2.1% |
| PEP Pepsico Inc. | 0.12% | 12,792 | $2.1M | Reduce -0.4% |
| SPGI S&P Global Inc. | 0.12% | 4,187 | $2.1M | Add +15.6% |
| NOW ServiceNow Inc. | 0.12% | 2,330 | $2.1M | Add +10.0% |
| CTAS Cintas Corp. | 0.12% | 10,314 | $2.1M | Add +12.0% |
Portfolio Sells Q2 2024 → Q3 2024
| ADBE Adobe Inc. | Reduce -67.3% | 0.15% | −0.43 |
| SCHX Schwab US Large-Cap ETF | Reduce -78.4% | 0.04% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -12.1% | 0.18% | −0.09 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −0.08 |
| SCMB Schwab Municipal Bond ETF | Reduce -0.7% | 0.74% | −0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -46.8% | 0.07% | −0.07 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -10.6% | 0.32% | −0.07 |
| SPEM State Street SP PTF Em ETF | Reduce -59.1% | 0.04% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 0.53% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -0.9% | 0.52% | −0.05 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −0.04 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.04 |
| SNPS Synopsys Inc. | Reduce -1.3% | 0.09% | −0.04 |
| VLO Valero Energy Corp. | Reduce -33.2% | 0.05% | −0.04 |
| BANK MONTREAL MEDIUM | Sold out | 0.00% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 0.24% | −0.03 |
| CVX Chevron Corp. | Reduce -14.1% | 0.10% | −0.03 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Reduce -45.1% | 0.01% | −0.03 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.03 |
| BIIB Biogen Inc. | Reduce -51.8% | 0.01% | −0.03 |
| NOV Nov Inc. | Reduce -65.7% | 0.01% | −0.02 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.02 |
| APA Apa Corp. | Sold out | 0.00% | −0.02 |
| DBEU Xtrackers MSCI Europe Hedged | Sold out | 0.00% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -39.8% | 0.03% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -14.4% | 0.07% | −0.02 |
| TSVT 2SEVENTY Bio Inc. | Sold out | 0.00% | −0.02 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.02 |
| COP Conocophillips | Reduce -9.9% | 0.10% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.13% | −0.02 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -19.9% | 0.05% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -8.7% | 0.03% | −0.02 |
| SWN Southwestern Energy Co. | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -8.8% | 0.05% | −0.02 |
| UITB Victoryshares Core Intermedi | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Reduce -4.0% | 0.09% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 0.21% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -1.0% | 0.21% | −0.02 |
| AAP Advance Auto Parts Inc. | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Reduce -10.6% | 0.04% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.0% | 0.15% | −0.02 |
| EIPI FT Energy Income ETF | Sold out | 0.00% | −0.02 |
| GPN Global Payments Inc. | Reduce -5.7% | 0.10% | −0.02 |
| HES Hess Corp. | Reduce -24.6% | 0.03% | −0.02 |
| PSX Phillips 66 | Reduce -17.6% | 0.05% | −0.02 |
| MCK McKesson Corp. | Reduce -0.1% | 0.05% | −0.02 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.02 |
| HAL Halliburton Co. | Reduce -22.1% | 0.03% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.7% | 0.21% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| VWO Vanguard Ftse Emerging Marke | Add +14.1% | 5.88% | +0.65 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.8% | 4.74% | +0.45 |
| VOO Vanguard S&P 500 ETF | Add +15.8% | 4.55% | +0.28 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.8% | 3.08% | +0.19 |
| META Meta Platforms Inc. Class A | Add +7.9% | 1.37% | +0.18 |
| ORCL Oracle Corp. | Add +14.2% | 0.87% | +0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +28.3% | 0.77% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.0% | 0.82% | +0.12 |
| GOVT iShares US Treasury Bond ETF | Add +13.0% | 3.15% | +0.11 |
| CPNG Coupang Inc. | New | 0.10% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +18.9% | 0.82% | +0.09 |
| VTC Vanguard Total Corporate BND | Add +11.1% | 3.61% | +0.08 |
| V Visa Inc. Class A | Add +34.1% | 0.35% | +0.07 |
| KKR KKR & Co. Inc. | Add +264.1% | 0.08% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +12.2% | 0.41% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +23.1% | 0.41% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +10.8% | 3.08% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +13.1% | 1.10% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +6.5% | 2.12% | +0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +14.3% | 0.60% | +0.04 |
| APP AppLovin Corp. Class A | Add +156.0% | 0.05% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +19.6% | 0.34% | +0.04 |
| CEG Constellation Energy | Add +8.8% | 0.14% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +11.1% | 0.10% | +0.03 |
| NFLX Netflix Inc. | Add +10.2% | 0.36% | +0.03 |
| RBLX Roblox Corp. Class A | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +10.9% | 0.16% | +0.03 |
| CSCO Cisco Systems Inc. | Add +30.1% | 0.11% | +0.03 |
| XOM Exxon Mobil Corp. | Add +5.9% | 0.42% | +0.02 |
| VPU Vanguard Utilities ETF | New | 0.02% | +0.02 |
| ACN Accenture PLC Class A | Add +31.3% | 0.09% | +0.02 |
| HD Home Depot Inc. | Add +6.2% | 0.28% | +0.02 |
| LMT Lockheed Martin Corp. | Add +10.5% | 0.10% | +0.02 |
| IBM Intl Business Machines Corp. | Add +6.7% | 0.13% | +0.02 |
| CRM Salesforce Inc. | Add +6.9% | 0.28% | +0.02 |
| RTX RTX Corp. | Add +9.6% | 0.11% | +0.02 |
| HCP Hashicorp Inc. Class A | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +19.2% | 0.15% | +0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +26.9% | 0.14% | +0.02 |
| NOW ServiceNow Inc. | Add +10.0% | 0.12% | +0.02 |
| WMT Walmart Inc. | Add +4.3% | 0.25% | +0.02 |
| ABBV Abbvie Inc. | Add +5.0% | 0.24% | +0.02 |
| LOW Lowe's Cos Inc. | Add +17.7% | 0.10% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +19.5% | 0.19% | +0.02 |
| DASH DoorDash Inc. Class A | Add +39.1% | 0.04% | +0.02 |
| GEV GE Vernova Inc. | Add +8.9% | 0.06% | +0.02 |
| GE General Electric | Add +5.0% | 0.17% | +0.02 |
| BN Brookfield Corp. | New | 0.02% | +0.02 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| MSTR Strategy 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 |