Private Capital Management (Florida)’s Vanguard Morningstar 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 Q2	$307K	Sell	3,815 -113	-3%	-$8.76K	0.03%	177
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Private Capital Management (Florida)'s VO Position: Q2 2026 in Review

Private Capital Management (Florida) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q2 2026, selling an estimated $8.76K and leaving 3,815 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #177.

Private Capital Management (Florida) first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Private Capital Management (Florida) held 3,815 shares of Vanguard Morningstar Mid-Cap ETF worth $307K as of Q2 2026.
Private Capital Management (Florida) sold 113 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $8.76K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #177 holding.
Private Capital Management (Florida) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.