Private Capital Management (Florida)’s Vanguard Morningstar 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 Q2	$1.4M	Buy	16,209 +3,579	+28%	+$301K	0.12%	91
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Private Capital Management (Florida) increased its Vanguard Morningstar Growth ETF (VUG) stake by 28% in Q2 2026, buying an estimated $301K and bringing the position to 16,209 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #91.

Private Capital Management (Florida) first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Private Capital Management (Florida) held 16,209 shares of Vanguard Morningstar Growth ETF worth $1.4M as of Q2 2026.
Private Capital Management (Florida) bought 3,579 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $301K.
Vanguard Morningstar Growth ETF made up 0.12% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #91 holding.
Private Capital Management (Florida) first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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