WPC
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Wedmont Private Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Wedmont Private Capital’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2M Buy
237,501
+1,037
+0.4% +$80.4K 0.53% 30
2026
Q1 		$17.6M Buy
236,464
+15,936
+7% +$1.18M 0.57% 28
2025
Q4 		$16.3M Buy
220,528
+968
+0.4% +$70.4K 0.57% 27
2025
Q3 		$16.1M Buy
219,560
+6,772
+3% +$486K 0.6% 26
2025
Q2 		$15.1M Buy
212,788
+9,980
+5% +$655K 0.64% 26
2025
Q1 		$12.4M Sell
202,808
-22,168
-10% -$1.49M 0.63% 26
2024
Q4 		$14.8M Buy
224,976
+17,836
+9% +$1.21M 0.78% 22
2024
Q3 		$13.6M Buy
207,140
+45,716
+28% +$2.87M 0.77% 24
2024
Q2 		$10M Buy
161,424
+24,356
+18% +$1.48M 0.63% 27
2024
Q1 		$8.48M Buy
137,068
+1,780
+1% +$105K 0.62% 27
2023
Q4 		$7.81M Buy
135,288
+11,224
+9% +$600K 0.64% 25
2023
Q3 		$6.45M Buy
124,064
+9,712
+8% +$533K 0.65% 27
2023
Q2 		$6.43M Buy
114,352
+1,596
+1% +$83.7K 0.69% 25
2023
Q1 		$5.88M Buy
112,756
+2,920
+3% +$155K 0.78% 19
2022
Q4 		$5.71M Sell
109,836
-25,648
-19% -$1.31M 0.85% 18
2022
Q3 		$6.37M Sell
135,484
-4,444
-3% -$232K 1.28% 14
2022
Q2 		$6.89M Buy
139,928
+40,848
+41% +$2.21M 1.49% 14
2022
Q1 		$5.96M Buy
99,080
+22,324
+29% +$1.31M 1.33% 16
2021
Q4 		$4.7M Buy
+76,756
New +$4.81M 1.45% 13

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return