$324 Million is the total value of Wedmont Private Capital's 240 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 10.9% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.7% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.2% |
| ISHARES TR | 8 | Q3 2023 | 4.4% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 3.9% |
| APPLE INC | 8 | Q3 2023 | 3.4% |
| ISHARES TR | 8 | Q3 2023 | 3.1% |
| VANGUARD MUN BD FDS | 8 | Q3 2023 | 3.6% |
| ISHARES INC | 8 | Q3 2023 | 2.2% |
View Wedmont Private Capital's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-03 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-05 |
| 13F-HR | 2022-01-14 |
View Wedmont Private Capital's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.