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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$961K	Sell	4,321 -9	-0.2%	-$1.94K	0.03%	360
2026 Q1	$904K	Sell	4,330 -321	-7%	-$67.2K	0.03%	346
2025 Q4	$963K	Sell	4,651 -18	-0.4%	-$3.65K	0.03%	300
2025 Q3	$938K	Buy	4,669 +14	+0.3%	+$2.72K	0.03%	288
2025 Q2	$889K	Sell	4,655 -39	-0.8%	-$7.02K	0.04%	284
2025 Q1	$809K	Sell	4,694 -221	-4%	-$41.4K	0.04%	259
2024 Q4	$893K	Sell	4,915 -107	-2%	-$20.5K	0.05%	245
2024 Q3	$947K	Sell	5,022 -168	-3%	-$30.8K	0.05%	215
2024 Q2	$932K	Sell	5,190 -539	-9%	-$95K	0.06%	209
2024 Q1	$1.02M	Buy	5,729 +51	+0.9%	+$8.76K	0.07%	178
2023 Q4	$960K	Buy	5,678 +121	+2%	+$18.8K	0.08%	170
2023 Q3	$827K	Buy	5,557 +370	+7%	+$57.8K	0.08%	157
2023 Q2	$820K	Buy	5,187 +805	+18%	+$120K	0.09%	155
2023 Q1	$641K	Buy	4,382 +669	+18%	+$97.6K	0.08%	178
2022 Q4	$535K	Buy	3,713 +1,920	+107%	+$265K	0.08%	194
2022 Q3	$223K	Buy	+1,793	New	+$245K	0.04%	335

Other funds holding VOOV

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return