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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
Q3 		$16.9M Buy
106,770
+37,280
+54% +$5.91M 0.41% 41
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

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Wedmont Private Capital's VT Position: Q3 2026 in Review

Wedmont Private Capital increased its Vanguard Total World Stock ETF (VT) stake by 54% in Q3 2026, buying an estimated $5.91M and bringing the position to 106,770 shares worth $16.9M. The position accounts for 0.41% of the portfolio, ranked #41.

Wedmont Private Capital first reported a position in VT in Q1 2023 and has held it in 15 quarters since. 63 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Wedmont Private Capital held 106,770 shares of Vanguard Total World Stock ETF worth $16.9M as of Q3 2026.
  • Wedmont Private Capital bought 37,280 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $5.91M.
  • Vanguard Total World Stock ETF made up 0.41% of Wedmont Private Capital's portfolio in Q3 2026, its #41 holding.
  • Wedmont Private Capital first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 15 quarters since.
  • 63 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.