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Private Capital Management (Colorado)’s Vanguard Core Bond ETF VCRB Stock Holding History

Private Capital Management (Colorado)’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8.75M Buy
115,398
+26,770
+30% +$2.07M 1.75% 15
2024
Q3 		$7.02M Buy
88,628
+53,692
+154% +$4.19M 1.26% 17
2024
Q2 		$2.66M Buy
34,936
+31,848
+1,031% +$2.4M 0.53% 31
2024
Q1 		$236K Buy
+3,088
New +$236K 0.05% 133

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

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

Private Capital Management (Colorado) increased its Vanguard Core Bond ETF (VCRB) stake by 30% in Q4 2024, buying an estimated $2.07M and bringing the position to 115,398 shares worth $8.75M. The position accounts for 1.75% of the portfolio, ranked #15.

Private Capital Management (Colorado) first reported a position in VCRB in Q1 2024 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold VCRB as of Q4 2024.

  • Private Capital Management (Colorado) held 115,398 shares of Vanguard Core Bond ETF worth $8.75M as of Q4 2024.
  • Private Capital Management (Colorado) bought 26,770 Vanguard Core Bond ETF shares in Q4 2024, an estimated $2.07M.
  • Vanguard Core Bond ETF made up 1.75% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #15 holding.
  • Private Capital Management (Colorado) first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q4 2024.

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