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Private Capital Management (Colorado)’s Vanguard Mid-Cap ETF VO Stock Holding History

Private Capital Management (Colorado)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$21.9K Hold
332
– – ﹤0.01% 188
2024
Q3 		$21.9K Sell
332
-264
-44% -$16.6K ﹤0.01% 258
2024
Q2 		$36.1K Sell
596
-2,164
-78% -$132K 0.01% 195
2024
Q1 		$172K Sell
2,760
-1,776
-39% -$105K 0.04% 153
2023
Q4 		$264K Sell
4,536
-1,064
-19% -$56.8K 0.06% 120
2023
Q3 		$291K Buy
5,600
+672
+14% +$36.9K 0.08% 94
2023
Q2 		$271K Buy
4,928
+4
+0.1% +$210 0.08% 97
2023
Q1 		$260K Hold
4,924
– – 0.08% 111
2022
Q4 		$251K Sell
4,924
-32
-0.6% -$1.63K 0.08% 99
2022
Q3 		$233K Sell
4,956
-204
-4% -$10.7K 0.09% 124
2022
Q2 		$307K Hold
5,160
– – 0.1% 118
2022
Q1 		$307K Buy
5,160
+628
+14% +$36.8K 0.1% 118
2021
Q4 		$289K Sell
4,532
-260
-5% -$16.3K 0.1% 115
2021
Q3 		$284K Buy
+4,792
New +$290K 0.12% 105

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Private Capital Management (Colorado) held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2024 at 332 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Private Capital Management (Colorado) first reported a position in VO in Q3 2021 and has held it in 14 quarters since. The position peaked at $307K in Q2 2022. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Private Capital Management (Colorado) held 332 shares of Vanguard Mid-Cap ETF worth $21.9K as of Q4 2024.
  • Private Capital Management (Colorado) left its Vanguard Mid-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Mid-Cap ETF made up ﹤0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #188 holding.
  • Private Capital Management (Colorado) first reported a position in Vanguard Mid-Cap ETF in Q3 2021 and has held it in 14 quarters since.
  • Private Capital Management (Colorado)'s Vanguard Mid-Cap ETF position peaked at $307K in Q2 2022.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

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