Private Capital Management (Florida)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Private Capital Management (Florida)’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.66M	Sell	17,035 -4,135	-20%	-$922K	0.36%	46
2025 Q4	$4.65M	Buy	21,170 +221	+1%	+$48.3K	0.43%	42
2025 Q3	$4.52M	Sell	20,949 -1,277	-6%	-$268K	0.4%	42
2025 Q2	$4.55M	Buy	22,226 +188	+0.9%	+$36.4K	0.44%	40
2025 Q1	$4.28M	Buy	22,038 +611	+3%	+$121K	0.47%	36
2024 Q4	$4.2M	Sell	21,427 -236	-1%	-$47.1K	0.44%	35
2024 Q3	$4.29M	Sell	21,663 -394	-2%	-$75K	0.46%	34
2024 Q2	$4.03M	Sell	22,057 -288	-1%	-$51.8K	0.47%	35
2024 Q1	$4.08M	Sell	22,345 -779	-3%	-$137K	0.46%	32
2023 Q4	$3.94M	Sell	23,124 -224	-1%	-$36K	0.44%	34
2023 Q3	$3.63M	Sell	23,348 -711	-3%	-$115K	0.43%	39
2023 Q2	$3.91M	Buy	24,059 +6,210	+35%	+$972K	0.46%	37
2023 Q1	$2.75M	Buy	17,849 +2,167	+14%	+$332K	0.32%	36
2022 Q4	$2.38M	Buy	15,682 +194	+1%	+$28.9K	0.32%	36
2022 Q3	$2.09M	Buy	15,488 +5,649	+57%	+$841K	0.3%	43
2022 Q2	$1.41M	Sell	9,839 -21	-0.2%	-$3.2K	0.22%	47
2022 Q1	$1.6M	Buy	+9,860	New	+$1.59M	0.23%	45

Other funds holding VIG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Capital Management (Florida)'s VIG Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 20% in Q1 2026, selling an estimated $922K and leaving 17,035 shares worth $3.66M. The position accounts for 0.36% of the portfolio, ranked #46.

Private Capital Management (Florida) first reported a position in VIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.65M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Private Capital Management (Florida) held 17,035 shares of Vanguard Dividend Appreciation ETF worth $3.66M as of Q1 2026.
Private Capital Management (Florida) sold 4,135 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $922K.
Vanguard Dividend Appreciation ETF made up 0.36% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #46 holding.
Private Capital Management (Florida) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 17 quarters since.
Private Capital Management (Florida)'s Vanguard Dividend Appreciation ETF position peaked at $4.65M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.