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Wedmont Private Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Wedmont Private Capital’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Buy
69,490
+10,331
+17% +$1.58M 0.3% 50
2026
Q1 		$8.55M Buy
59,159
+12,434
+27% +$1.79M 0.28% 54
2025
Q4 		$6.71M Buy
46,725
+5,006
+12% +$700K 0.23% 60
2025
Q3 		$5.79M Buy
41,719
+375
+0.9% +$49.8K 0.22% 60
2025
Q2 		$5.36M Buy
41,344
+3,720
+10% +$445K 0.23% 62
2025
Q1 		$4.18M Buy
37,624
+5,494
+17% +$657K 0.21% 64
2024
Q4 		$3.73M Buy
32,130
+4,228
+15% +$508K 0.2% 62
2024
Q3 		$3.31M Buy
27,902
+4,553
+19% +$524K 0.19% 67
2024
Q2 		$2.72M Buy
23,349
+7,617
+48% +$840K 0.17% 75
2024
Q1 		$1.73M Buy
15,732
+8,831
+128% +$934K 0.13% 102
2023
Q4 		$706K Buy
6,901
+2,336
+51% +$225K 0.06% 227
2023
Q3 		$426K Buy
4,565
+1,151
+34% +$112K 0.04% 293
2023
Q2 		$337K Buy
3,414
+782
+30% +$73.3K 0.04% 353
2023
Q1 		$242K Buy
+2,632
New +$238K 0.03% 397

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wedmont Private Capital increased its Vanguard Total World Stock ETF (VT) stake by 17% in Q2 2026, buying an estimated $1.58M and bringing the position to 69,490 shares worth $11M. The position accounts for 0.3% of the portfolio, ranked #50.

Wedmont Private Capital first reported a position in VT in Q1 2023 and has held it in 14 quarters since. 782 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Wedmont Private Capital held 69,490 shares of Vanguard Total World Stock ETF worth $11M as of Q2 2026.
  • Wedmont Private Capital bought 10,331 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.58M.
  • Vanguard Total World Stock ETF made up 0.3% of Wedmont Private Capital's portfolio in Q2 2026, its #50 holding.
  • Wedmont Private Capital first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • 782 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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