Wedmont Private Capital Q2 2026 Portfolio Activity: Significant Increases and Decreases Observed

As of June 30th, 2026, Wedmont Private Capital has released its latest portfolio activity data. This filing provides valuable insights into the investment strategy of this entity by detailing changes in holdings during the second quarter.

The investor's portfolio allocation shows a diverse range of sectors and instruments as of June 30th, 2026. The total portfolio value stands at $3.63 billion (approximately £3.18 billion), with various Vanguard funds forming core positions alongside some individual stocks.

Observed Increases in Portfolio Holdings

Wedmont Private Capital demonstrated a clear preference for growth during Q2 2026, significantly increasing its exposure to several key holdings:

• Vanguard Tax-Managed Fund (VEA), which experienced an increase in shares by approximately 11.22%, now representing about 10.27% of the portfolio.
• Vanguard Municipal Bond Fund (VTEB) saw a substantial share increase, boosted by over 36.54%. This fund remains one of Wedmont's largest positions at around $290 million.
• iShares Treasury Bond ETF (GOVT) also increased its share count, contributing about 6.9% to the portfolio growth during this period.
• The investment in Vanguard Intl Equity Index Fund (VWO) grew by roughly 8.86%, adding another $213 million to Wedmont's position.

In addition, the investor noted substantial purchases in other funds:

• Vanguard STAR Fund (VXUS) was a significant new buy during Q2.
• The Vanguard Intl Equity Index Fund (VEIEX) or its predecessor Vanguard Intl Equity ETF (VEU) showed a considerable increase in shares.
• VOG Fund, Vanguard Index Fund, saw an increase of about 22.41%.
• The VGT fund (Vanguard Growth ETF) was also noted as a significant purchase during the quarter.

Furthermore, Wedmont Private Capital established new positions in specific stocks:

• EVLV (Evolv Technologies Holdings), a company operating within the Industrials sector.

Observed Decreases and Portfolio Shifts

While Wedmont Private Capital focused on increasing positions, it also divested from certain holdings during Q2 2026:

• The position in (Holding ID: 433313103), identified as HINGE HEALTH INC, decreased significantly by approximately -76.76%.
• The stock CPNG (Coupang Inc) was sold entirely during this period.

In terms of sector allocation, the portfolio maintained a broad base:

• Technology: Remains a substantial portion at approximately 12.85% ($466 million).
• Financial Services: Constitutes about 4.87% of the total value.
• Communication Services: Around 4.36% allocation was observed.

Detailed Holdings Information

The complete list of holdings and their allocations can be found on Wedmont Private Capital's profile page at InsiderSet. The data shows that Vanguard funds continue to dominate the portfolio structure, with VEA being one of the largest individual positions.