Ring Mountain Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Ring Mountain Capital’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$378K	Sell	3,010 -3	-0.1%	-$356	0.15%	70
2026 Q2	$360K	Sell	3,013 -427	-12%	-$46.8K	0.15%	74
2026 Q1	$300K	Buy	3,440 +16	+0.5%	+$1.47K	0.16%	73
2025 Q4	$325K	Buy	3,424 +8	+0.2%	+$760	0.17%	75
2025 Q3	$319K	Hold	3,416	–	–	0.18%	77
2025 Q2	$293K	Buy	3,416 +16	+0.5%	+$1.16K	0.18%	79
2025 Q1	$231K	Hold	3,400	–	–	0.17%	81
2024 Q4	$264K	Buy	+3,400	New	+$261K	0.18%	75

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ring Mountain Capital's VGT Position: Q3 2026 in Review

Ring Mountain Capital reduced its Vanguard Information Technology ETF (VGT) stake by 0.1% in Q3 2026, selling an estimated $356 and leaving 3,010 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #70.

Ring Mountain Capital first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. 1,414 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Ring Mountain Capital held 3,010 shares of Vanguard Information Technology ETF worth $378K as of Q3 2026.
Ring Mountain Capital sold 3 Vanguard Information Technology ETF shares in Q3 2026, an estimated $356.
Vanguard Information Technology ETF made up 0.15% of Ring Mountain Capital's portfolio in Q3 2026, its #70 holding.
Ring Mountain Capital first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
1,414 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.