Wedmont Private Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Wedmont Private Capital’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143M	Buy	205,604 +11,536	+6%	+$7.69M	3.91%	4
2026 Q1	$121M	Buy	194,068 +6,285	+3%	+$3.93M	3.89%	4
2025 Q4	$119M	Buy	187,783 +16,827	+10%	+$10.5M	4.14%	4
2025 Q3	$105M	Buy	170,956 +15,678	+10%	+$9.24M	3.91%	4
2025 Q2	$89.1M	Sell	155,278 -6,502	-4%	-$3.42M	3.8%	5
2025 Q1	$79.4M	Sell	161,780 -4,893	-3%	-$2.65M	4.07%	5
2024 Q4	$89M	Buy	166,673 +13,876	+9%	+$7.52M	4.7%	4
2024 Q3	$79.7M	Buy	152,797 +20,811	+16%	+$10.6M	4.55%	4
2024 Q2	$67.9M	Buy	131,986 +8,690	+7%	+$4.18M	4.27%	4
2024 Q1	$58.8M	Buy	123,296 +4,112	+3%	+$1.88M	4.3%	4
2023 Q4	$52M	Buy	119,184 +2,206	+2%	+$903K	4.25%	4
2023 Q3	$46.5M	Buy	116,978 +15,883	+16%	+$6.49M	4.7%	3
2023 Q2	$41.7M	Buy	101,095 +8,859	+10%	+$3.42M	4.49%	3
2023 Q1	$34.7M	Buy	92,236 +2,564	+3%	+$940K	4.58%	3
2022 Q4	$32M	Buy	89,672 +30,129	+51%	+$10.6M	4.79%	3
2022 Q3	$19.5M	Sell	59,543 -1,303	-2%	-$476K	3.93%	3
2022 Q2	$21.1M	Sell	60,846 -19,672	-24%	-$7.41M	4.55%	3
2022 Q1	$33.8M	Buy	80,518 +21,934	+37%	+$8.98M	7.54%	2
2021 Q4	$25M	Buy	+58,584	New	+$24.7M	7.71%	2

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wedmont Private Capital's VOO Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, buying an estimated $7.69M and bringing the position to 205,604 shares worth $143M. The position accounts for 3.91% of the portfolio, ranked #4.

Wedmont Private Capital first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wedmont Private Capital held 205,604 shares of Vanguard S&P 500 ETF worth $143M as of Q2 2026.
Wedmont Private Capital bought 11,536 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.69M.
Vanguard S&P 500 ETF made up 3.91% of Wedmont Private Capital's portfolio in Q2 2026, its #4 holding.
Wedmont Private Capital first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.