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

Private Capital Management (Florida)’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
2026 Q1	$282K	Buy	3,928 +12	+0.3%	+$892	0.03%	171
2025 Q4	$284K	Buy	3,916 +28	+0.7%	+$2.04K	0.03%	158
2025 Q3	$286K	Buy	3,888 +12	+0.3%	+$862	0.03%	138
2025 Q2	$271K	Hold	3,876	–	–	0.03%	141
2025 Q1	$251K	Buy	+3,876	New	+$260K	0.03%	132

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Private Capital Management (Florida) increased its Vanguard Mid-Cap ETF (VO) stake by 0.31% in Q1 2026, buying an estimated $892 and bringing the position to 3,928 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #171.

Private Capital Management (Florida) first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $286K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Private Capital Management (Florida) held 3,928 shares of Vanguard Mid-Cap ETF worth $282K as of Q1 2026.
Private Capital Management (Florida) bought 12 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $892.
Vanguard Mid-Cap ETF made up 0.03% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #171 holding.
Private Capital Management (Florida) first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Private Capital Management (Florida)'s Vanguard Mid-Cap ETF position peaked at $286K in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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