Private Capital Management (Colorado)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.45K	Sell	18 -316	-95%	-$25.8K	﹤0.01%	210
2024 Q3	$27.9K	Buy	+334	New	+$27.5K	0.01%	249
2023 Q4	–	Sell	-87	Closed	-$6.61K	–	231
2023 Q3	$6.61K	Buy	+87	New	+$6.77K	﹤0.01%	210

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Private Capital Management (Colorado) reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 95% in Q4 2024, selling an estimated $25.8K and leaving 18 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Private Capital Management (Colorado) first reported a position in VCIT in Q3 2023 and has held it in 3 quarters since. The position peaked at $27.9K in Q3 2024. 1,180 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Private Capital Management (Colorado) held 18 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.45K as of Q4 2024.
Private Capital Management (Colorado) sold 316 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $25.8K.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #210 holding.
Private Capital Management (Colorado) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2023 and has held it in 3 quarters since.
Private Capital Management (Colorado)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $27.9K in Q3 2024.
1,180 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

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