Private Capital Management (Colorado)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Private Capital Management (Colorado)’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$186K	Buy	2,410 +510	+27%	+$39.6K	0.04%	131
2024 Q3	$150K	Buy	1,900 +190	+11%	+$14.8K	0.03%	190
2024 Q2	$131K	Sell	1,710 -115	-6%	-$8.77K	0.03%	156
2024 Q1	$140K	Buy	1,825 +55	+3%	+$4.22K	0.03%	158
2023 Q4	$136K	Buy	1,770 +170	+11%	+$12.9K	0.03%	150
2023 Q3	$120K	Buy	+1,600	New	+$121K	0.03%	140
2023 Q2	–	Sell	-131	Closed	-$10K	–	213
2023 Q1	$10K	Buy	+131	New	+$9.93K	﹤0.01%	207

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Capital Management (Colorado)'s BSV Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q4 2024, buying an estimated $39.6K and bringing the position to 2,410 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #131.

Private Capital Management (Colorado) first reported a position in BSV in Q1 2023 and has held it in 7 quarters since. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Private Capital Management (Colorado) held 2,410 shares of Vanguard Short-Term Bond ETF worth $186K as of Q4 2024.
Private Capital Management (Colorado) bought 510 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $39.6K.
Vanguard Short-Term Bond ETF made up 0.04% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #131 holding.
Private Capital Management (Colorado) first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 7 quarters since.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.