Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEDMONT PRIVATE CAPITAL | 04-10-2024 | 03-31-2024 | 605 | 1,368,665,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $131,855,312 | 2,639,218 | 0.01 | 0.01 | 184,876 | 7.53 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2 | $70,746,025 | 1,654,878 | 0.01 | 0.01 | 137,193 | 9.04 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $60,257,665 | 233,693 | 0.00 | 0.00 | 13,489 | 6.13 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $58,845,392 | 123,296 | 0.00 | 0.00 | 4,112 | 3.45 | 03-31-2024 |
