Wedmont Private Capital Purchases in Q2 2025

Wedmont Private Capital

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
271K
+ 8.2%
$45.65 - $57.01 $12.4M - $15.5M
3.58M $204M
NVDA
Nvidia Corp

Technology
14.7K
+ 3.55%
$94.31 - $157.99 $1.39M - $2.33M
430K $67.9M
VTI
Vanguard Total Stock Market Et

ETFs
33.2K
+ 9.97%
$243.75 - $303.93 $8.1M - $10.1M
366K $111M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
150K
+ 6.09%
$39.89 - $49.46 $5.97M - $7.4M
2.61M $129M
MUB
Ishares National Muni Bond ETF

ETFs
147K
+ 41.94%
$102.31 - $105.8 $15M - $15.5M
497K $51.9M
MSFT
Microsoft Corp

Technology
5.7K
+ 5.75%
$354.56 - $497.45 $2.02M - $2.83M
105K $52.1M
IEFA
Ishares Tr

ETFs
11K
+ 0.98%
$67.83 - $84.09 $744K - $923K
1.13M $94.1M
META
Meta Platforms, Inc.

Communication Services
1.35K
+ 2.97%
$484.66 - $738.09 $656K - $999K
47K $34.7M
AVGO
Broadcom Inc.

Technology
190
+ 0.28%
$146.29 - $275.65 $27.8K - $52.4K
69.3K $19.1M
NFLX
Netflix Inc

Communication Services
321
+ 3.25%
$855.86 - $1339.13 $275K - $430K
10.2K $13.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
59K
+ 6.47%
$17.76 - $22.1 $1.05M - $1.3M
971K $21.5M
GOOG
Alphabet Inc.

Communication Services
4.09K
+ 4.29%
$146.58 - $180.01 $599K - $735K
99.3K $17.6M
NEM
Newmont Corp

Basic Materials
43.7K
+ 376.29%
$44.18 - $59.46 $1.93M - $2.6M
55.3K $3.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.87K
+ 9.62%
$416.06 - $551.64 $776K - $1.03M
21.3K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.6K
+ 16.21%
$496.48 - $617.85 $1.29M - $1.6M
18.6K $11.5M
PLTR
Palantir Technologies Inc.

Technology
1.79K
+ 4.32%
$74.01 - $144.25 $133K - $258K
43.3K $5.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.55K
+ 3.64%
$210.28 - $289.91 $326K - $449K
44K $12.8M
GOOGL
Alphabet Inc.

Communication Services
1.4K
+ 1.47%
$144.7 - $178.6 $202K - $249K
96.2K $17M
PM
Philip Morris International Inc.

Consumer Defensive
8.76K
+ 30.49%
$149.23 - $184.95 $1.31M - $1.62M
37.5K $6.83M
T
At&T Inc.

Communication Services
66.6K
+ 54.04%
$26.33 - $28.94 $1.75M - $1.93M
190K $5.49M
WFC
Wells Fargo & Company

Financial Services
9.72K
+ 6.88%
$60.98 - $80.12 $593K - $779K
151K $12.1M
VO
Vanguard Mid Cap ETF

ETFs
2.5K
+ 4.92%
$228.54 - $279.83 $570K - $698K
53.2K $14.9M
HOOD
Robinhood Markets, Inc.

Technology
12.8K
+ 102.88%
$34.17 - $93.63 $437K - $1.2M
25.2K $2.36M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
70K
+ 2.34%
$22.54 - $23.17 $1.58M - $1.62M
3.07M $70.5M
GE
General Electric CO

Industrials
2.42K
+ 14.01%
$166.81 - $257.39 $403K - $622K
19.6K $5.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.4K
+ 3.32%
$19.1 - $23.83 $313K - $390K
509K $12.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.67K
+ 4.33%
$75.29 - $91.16 $427K - $517K
137K $12.3M
VUG
Vanguard Growth ETF

ETFs
1.23K
+ 11.26%
$329.49 - $438.4 $405K - $539K
12.2K $5.33M
CEG
Constellation Energy Corp

Utilities
414
+ 4.43%
$170.96 - $322.76 $70.8K - $134K
9.77K $3.15M
IVV
Ishares Core S&P 500 ETF

ETFs
543
+ 3.85%
$498.8 - $620.9 $271K - $337K
14.6K $9.09M
VB
Vanguard Small Cap ETF

ETFs
1.49K
+ 2.7%
$193.73 - $237.37 $288K - $353K
56.6K $13.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.4K
+ 62.79%
$77.94 - $79.5 $1.12M - $1.14M
37.3K $2.97M
BNDX
Vanguard Total International B

ETFs
15.5K
+ 3.02%
$48.77 - $49.55 $757K - $769K
530K $26.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
8K
+ 9.59%
$54.19 - $67.22 $434K - $538K
91.4K $6.15M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.33K
+ 0.88%
$32.41 - $42.59 $43.1K - $56.6K
153K $6.53M
AVDV
American Centy ETF Tr Avantis

ETFs
1.04K
+ 0.97%
$61.76 - $79.32 $64K - $82.2K
108K $8.55M
NOC
Northrop Grumman Corp

Industrials
2.03K
+ 161.62%
$456.3 - $540.39 $926K - $1.1M
3.29K $1.64M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.7K
+ 43.67%
$29.12 - $35.84 $662K - $815K
74.8K $2.68M
VGSH
Vanguard

ETFs
16.5K
+ 49.37%
$58.32 - $58.95 $961K - $971K
49.8K $2.93M
AVIV
American Centy ETF Tr Avantis
13.1K
+ 47.48%
$50.27 - $62.84 $658K - $823K
40.7K $2.53M
VT
Vanguard Total World Stk Index

ETFs
3.72K
+ 9.89%
$103.16 - $128.52 $384K - $478K
41.3K $5.31M
WMT
Walmart Inc.

Consumer Defensive
3.25K
+ 5.11%
$81.79 - $99.98 $265K - $324K
66.8K $6.53M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.79K
+ 1.39%
$65.84 - $80.81 $118K - $144K
130K $10.4M
VTC
Vanguard Scottsdale Fds Total

ETFs
3.31K
+ 0.33%
$74.71 - $77.33 $247K - $256K
1M $77.5M
GS
Goldman Sachs Group Inc

Financial Services
102
+ 2.02%
$462.22 - $707.75 $47.1K - $72.2K
5.14K $3.64M
IBM
International Business Machines Corp

Technology
1.11K
+ 9.3%
$221.03 - $294.78 $246K - $328K
13.1K $3.85M
COF
Capital One Financial Corp

Financial Services
3.15K
+ 53.59%
$150.57 - $212.76 $474K - $669K
9.02K $1.92M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
193
+ 2.59%
$177.93 - $313.14 $34.3K - $60.4K
7.63K $2.39M
INTU
Intuit Inc

Technology
180
+ 4.35%
$544.07 - $787.63 $97.9K - $142K
4.31K $3.4M
Activity Summary
Buys All Purchases 513 New Holdings 75 Increased Positions 438 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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