Private Capital Management (Florida)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Buy	1,357 +1	+0.1%	+$358	0.04%	145
2026 Q1	$435K	Sell	1,356 -198	-13%	-$66.4K	0.04%	144
2025 Q4	$521K	Sell	1,554 -175	-10%	-$58.2K	0.05%	121
2025 Q3	$567K	Buy	1,729 +640	+59%	+$202K	0.05%	110
2025 Q2	$331K	Hold	1,089	–	–	0.03%	133
2025 Q1	$299K	Hold	1,089	–	–	0.03%	125
2024 Q4	$316K	Sell	1,089 -125	-10%	-$36.5K	0.03%	117
2024 Q3	$344K	Hold	1,214	–	–	0.04%	111
2024 Q2	$325K	Sell	1,214 -80	-6%	-$20.7K	0.04%	113
2024 Q1	$336K	Sell	1,294 -192	-13%	-$47.5K	0.04%	111
2023 Q4	$353K	Hold	1,486	–	–	0.04%	116
2023 Q3	$316K	Hold	1,486	–	–	0.04%	121
2023 Q2	$327K	Sell	1,486 -36	-2%	-$7.51K	0.04%	117
2023 Q1	$311K	Buy	+1,522	New	+$305K	0.04%	105
2022 Q2	–	Sell	-930	Closed	-$212K	–	117
2022 Q1	$212K	Buy	+930	New	+$209K	0.03%	88

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Private Capital Management (Florida) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.07% in Q2 2026, buying an estimated $358 and bringing the position to 1,357 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #145.

Private Capital Management (Florida) first reported a position in VTI in Q1 2022 and has held it in 15 quarters since. The position peaked at $567K in Q3 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Private Capital Management (Florida) held 1,357 shares of Vanguard Morningstar Total Stock Market ETF worth $502K as of Q2 2026.
Private Capital Management (Florida) bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #145 holding.
Private Capital Management (Florida) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 15 quarters since.
Private Capital Management (Florida)'s Vanguard Morningstar Total Stock Market ETF position peaked at $567K in Q3 2025.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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