HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD TAX MANAGED FDS (VEA) |
2,639,218 | +184,876 | $131,855 |
| VEA | 2,639,218 | +184,876 | $131,855 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
1,654,878 | +137,193 | $70,746 |
| VWO | 1,654,878 | +137,193 | $70,746 |
| VANGUARD INDEX FDS (VTI) |
233,693 | +13,489 | $60,258 |
| VTI | 233,693 | +13,489 | $60,258 |
| VANGUARD INDEX FDS (VOO) |
123,296 | +4,112 | $58,845 |
| VOO | 123,296 | +4,112 | $58,845 |
| VANGUARD SCOTTSDALE FDS (VTC) |
647,449 | +47,406 | $49,116 |
| VTC | 647,449 | +47,406 | $49,116 |
| ISHARES TR (IEFA) |
640,200 | -81 | $47,260 |
| IEFA | 640,200 | -81 | $47,260 |
| ISHARES TR (GOVT) |
1,866,147 | +99,373 | $41,970 |
| GOVT | 1,866,147 | +99,373 | $41,970 |
| VANGUARD MUN BD FDS (VTEB) |
767,452 | +101,667 | $38,480 |
| VTEB | 767,452 | +101,667 | $38,480 |
| MICROSOFT CORP |
80,247 | +3,902 | $34,208 |
| MSFT | 80,247 | +3,902 | $34,208 |
| APPLE INC |
194,179 | +1,179 | $32,946 |
| AAPL | 194,179 | +1,179 | $32,946 |
| ISHARES INC (IEMG) |
550,339 | +4,234 | $28,920 |
| IEMG | 550,339 | +4,234 | $28,920 |
| NVIDIA CORPORATION |
31,727 | +943 | $27,080 |
| NVDA | 31,727 | +943 | $27,080 |
| ISHARES TR (MUB) |
202,447 | -3,297 | $21,640 |
| MUB | 202,447 | -3,297 | $21,640 |
| AMAZON COM INC |
112,870 | +6,185 | $20,957 |
| AMZN | 112,870 | +6,185 | $20,957 |
| VANGUARD CHARLOTTE FDS (BNDX) |
367,991 | +17,602 | $18,032 |
| BNDX | 367,991 | +17,602 | $18,032 |
| META PLATFORMS INC |
32,320 | +1,210 | $16,706 |
| META | 32,320 | +1,210 | $16,706 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
126,419 | +4,023 | $14,869 |
| VSS | 126,419 | +4,023 | $14,869 |
| ALPHABET INC |
81,250 | +1,096 | $12,849 |
| GOOG | 81,250 | +1,096 | $12,849 |
| SCHWAB STRATEGIC TR |
247,221 | +639 | $12,759 |
| SCMB | 247,221 | +639 | $12,759 |
| ISHARES TR (USHY) |
329,795 | +20,387 | $11,972 |
| USHY | 329,795 | +20,387 | $11,972 |
| VANGUARD INDEX FDS (VB) |
46,995 | +1,583 | $10,587 |
| VB | 46,995 | +1,583 | $10,587 |
| SCHWAB STRATEGIC TR |
263,513 | +411 | $10,235 |
| SCHF | 263,513 | +411 | $10,235 |
 BERKSHIRE HATHAWAY INC DEL |
$10,214 | ||
| BRK.B | 24,631 | +504 | $10,214 |
| ALPHABET INC |
62,923 | +2,147 | $9,854 |
| GOOGL | 62,923 | +2,147 | $9,854 |
| ELI LILLY & CO |
11,825 | +627 | $8,955 |
| LLY | 11,825 | +627 | $8,955 |
| WELLS FARGO CO NEW |
152,910 | +21,496 | $8,805 |
| WFC | 152,910 | +21,496 | $8,805 |
| VANGUARD INDEX FDS (VO) |
34,267 | +445 | $8,477 |
| VO | 34,267 | +445 | $8,477 |
| AMERICAN CENTY ETF TR (AVUS) |
91,419 | +209 | $8,113 |
| AVUS | 91,419 | +209 | $8,113 |
| INVESCO QQQ TR |
17,990 | +101 | $7,956 |
| QQQ | 17,990 | +101 | $7,956 |
| VANGUARD WHITEHALL FDS (VIGI) |
96,453 | +3,878 | $7,769 |
| VIGI | 96,453 | +3,878 | $7,769 |
| SCHWAB STRATEGIC TR |
291,067 | +6,493 | $7,512 |
| SCHE | 291,067 | +6,493 | $7,512 |
| SPDR S&P 500 ETF TR (SPY) |
14,131 | +80 | $7,338 |
| SPY | 14,131 | +80 | $7,338 |
| ISHARES TR (IVV) |
13,130 | +317 | $6,851 |
| IVV | 13,130 | +317 | $6,851 |
| JPMORGAN CHASE & CO |
32,102 | +1,662 | $6,329 |
| JPM | 32,102 | +1,662 | $6,329 |
| ISHARES TR (IDEV) |
88,277 | UNCH | $5,904 |
| IDEV | 88,277 | UNCH | $5,904 |
| VANGUARD WHITEHALL FDS (VYMI) |
82,167 | +4,593 | $5,689 |
| VYMI | 82,167 | +4,593 | $5,689 |
| EXXON MOBIL CORP |
44,153 | +6,020 | $5,350 |
| XOM | 44,153 | +6,020 | $5,350 |
| TESLA INC |
29,213 | -1,787 | $5,167 |
| TSLA | 29,213 | -1,787 | $5,167 |
| PROCTER AND GAMBLE CO |
32,471 | +4,381 | $5,087 |
| PG | 32,471 | +4,381 | $5,087 |
| BROADCOM INC |
3,663 | +76 | $4,887 |
| AVGO | 3,663 | +76 | $4,887 |
| SALESFORCE INC |
15,904 | +2,633 | $4,809 |
| CRM | 15,904 | +2,633 | $4,809 |
| AMERICAN CENTY ETF TR (AVUV) |
51,863 | +2,786 | $4,780 |
| AVUV | 51,863 | +2,786 | $4,780 |
| VANGUARD INDEX FDS (VTV) |
27,417 | -1,249 | $4,409 |
| VTV | 27,417 | -1,249 | $4,409 |
| AMERICAN CENTY ETF TR (AVDE) |
68,673 | UNCH | $4,382 |
| AVDE | 68,673 | UNCH | $4,382 |
| AMERICAN CENTY ETF TR (AVDV) |
64,652 | +2,985 | $4,297 |
| AVDV | 64,652 | +2,985 | $4,297 |
| VANGUARD INDEX FDS (VV) |
17,416 | +14 | $4,147 |
| VV | 17,416 | +14 | $4,147 |
| ISHARES TR (IJH) |
68,884 | +55,154 | $4,133 |
| IJH | 68,884 | +55,154 | $4,133 |
| NETFLIX INC |
6,529 | +474 | $4,036 |
| NFLX | 6,529 | +474 | $4,036 |
| VISA INC |
14,544 | +741 | $4,025 |
| V | 14,544 | +741 | $4,025 |
| SCHWAB STRATEGIC TR |
111,758 | +16 | $4,002 |
| SCHC | 111,758 | +16 | $4,002 |
See Full List: All Stocks Held By Wedmont Private Capital
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wedmont Private Capital
|
Size ($ in 1000's)
At 03/31/2024: $1,369,296 At 12/31/2023: $1,222,530 Wedmont Private Capital holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wedmont Private Capital 13F filings. Link to 13F filings: SEC filings |
