WPC
VTI icon

Wedmont Private Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wedmont Private Capital’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217M Buy
581,799
+106,524
+22% +$38.1M 5.95% 2
2026
Q1 		$159M Buy
475,275
+49,390
+12% +$16.6M 5.11% 3
2025
Q4 		$145M Buy
425,885
+28,965
+7% +$9.64M 5.03% 3
2025
Q3 		$131M Buy
396,920
+30,556
+8% +$9.65M 4.86% 3
2025
Q2 		$113M Buy
366,364
+33,229
+10% +$9.35M 4.81% 3
2025
Q1 		$87.2M Sell
333,135
-2,972
-0.9% -$863K 4.47% 3
2024
Q4 		$96.6M Buy
336,107
+39,644
+13% +$11.6M 5.1% 3
2024
Q3 		$83.1M Buy
296,463
+49,055
+20% +$13.4M 4.74% 3
2024
Q2 		$68.2M Buy
247,408
+13,715
+6% +$3.55M 4.29% 3
2024
Q1 		$60.3M Buy
233,693
+13,489
+6% +$3.34M 4.4% 3
2023
Q4 		$52.1M Buy
220,204
+21,670
+11% +$4.79M 4.26% 3
2023
Q3 		$42.5M Buy
198,534
+30,100
+18% +$6.66M 4.3% 4
2023
Q2 		$37.7M Buy
168,434
+36,659
+28% +$7.65M 4.06% 4
2023
Q1 		$26.8M Buy
131,775
+23,149
+21% +$4.63M 3.54% 5
2022
Q4 		$21.1M Buy
108,626
+22,604
+26% +$4.36M 3.16% 6
2022
Q3 		$15.4M Sell
86,022
-641
-0.7% -$128K 3.1% 8
2022
Q2 		$16.3M Buy
86,663
+6,424
+8% +$1.32M 3.52% 5
2022
Q1 		$18.5M Buy
80,239
+8,174
+11% +$1.84M 4.13% 4
2021
Q4 		$16.9M Buy
+72,065
New +$17M 5.22% 3

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NBS
Narodna banka Slovenska Bratislava $3.49B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return