Private Capital Management (Florida)’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$920K	Buy	12,630 +1,410	+13%	+$110K	0.09%	104
2025 Q4	$912K	Sell	11,220 -1,836	-14%	-$149K	0.08%	100
2025 Q3	$1.04M	Buy	13,056 +4,944	+61%	+$378K	0.09%	94
2025 Q2	$593K	Buy	8,112 +168	+2%	+$11.1K	0.06%	106
2025 Q1	$491K	Buy	7,944 +4,164	+110%	+$281K	0.05%	106
2024 Q4	$259K	Sell	3,780 -240	-6%	-$16.1K	0.03%	126
2024 Q3	$257K	Sell	4,020 -120	-3%	-$7.44K	0.03%	121
2024 Q2	$258K	Hold	4,140	–	–	0.03%	119
2024 Q1	$237K	Buy	4,140 +54	+1%	+$2.97K	0.03%	121
2023 Q4	$212K	Buy	+4,086	New	+$197K	0.02%	137

Other funds holding VUG

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Private Capital Management (Florida) increased its Vanguard Growth ETF (VUG) stake by 13% in Q1 2026, buying an estimated $110K and bringing the position to 12,630 shares worth $920K. The position accounts for 0.09% of the portfolio, ranked #104.

Private Capital Management (Florida) first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Private Capital Management (Florida) held 12,630 shares of Vanguard Growth ETF worth $920K as of Q1 2026.
Private Capital Management (Florida) bought 1,410 Vanguard Growth ETF shares in Q1 2026, an estimated $110K.
Vanguard Growth ETF made up 0.09% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #104 holding.
Private Capital Management (Florida) first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Private Capital Management (Florida)'s Vanguard Growth ETF position peaked at $1.04M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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