Private Capital Management (Colorado)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$109K	Hold	1,887	–	–	0.02%	148
2024 Q3	$114K	Buy	+1,887	New	+$113K	0.02%	203
2024 Q2	–	Sell	-53	Closed	-$3.1K	–	268
2024 Q1	$3.1K	Buy	+53	New	+$3.11K	﹤0.01%	243

Other funds holding VGIT

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

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Private Capital Management (Colorado) held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q4 2024 at 1,887 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #148.

Private Capital Management (Colorado) first reported a position in VGIT in Q1 2024 and has held it in 3 quarters since. The position peaked at $114K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Private Capital Management (Colorado) held 1,887 shares of Vanguard Intermediate-Term Treasury ETF worth $109K as of Q4 2024.
Private Capital Management (Colorado) left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q4 2024.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #148 holding.
Private Capital Management (Colorado) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 3 quarters since.
Private Capital Management (Colorado)'s Vanguard Intermediate-Term Treasury ETF position peaked at $114K in Q3 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

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