Wedmont Private Capital
VTI icon

Wedmont Private Capital’s Vanguard Morningstar 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
Q3 		$258M Buy
680,028
+98,229
+17% +$36.8M 6.17% 2
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

Other funds holding VTI

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Wedmont Private Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q3 2026, buying an estimated $36.8M and bringing the position to 680,028 shares worth $258M. The position accounts for 6.17% of the portfolio, ranked #2.

Wedmont Private Capital first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. 707 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Wedmont Private Capital held 680,028 shares of Vanguard Morningstar Total Stock Market ETF worth $258M as of Q3 2026.
  • Wedmont Private Capital bought 98,229 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $36.8M.
  • Vanguard Morningstar Total Stock Market ETF made up 6.17% of Wedmont Private Capital's portfolio in Q3 2026, its #2 holding.
  • Wedmont Private Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 707 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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