Ring Mountain Capital
VIG icon

Ring Mountain Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ring Mountain Capital’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$894K Buy
3,831
+142
+4% +$34.1K 0.37% 40
2026
Q2 		$873K Sell
3,689
-7
-0.2% -$1.61K 0.37% 41
2026
Q1 		$795K Sell
3,696
-68
-2% -$15.2K 0.43% 39
2025
Q4 		$849K Sell
3,764
-87
-2% -$19K 0.44% 38
2025
Q3 		$831K Sell
3,851
-86
-2% -$18.1K 0.46% 36
2025
Q2 		$811K Sell
3,937
-23
-0.6% -$4.46K 0.49% 35
2025
Q1 		$768K Buy
3,960
+68
+2% +$13.5K 0.58% 29
2024
Q4 		$762K Buy
+3,892
New +$777K 0.51% 31

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Ring Mountain Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q3 2026, buying an estimated $34.1K and bringing the position to 3,831 shares worth $894K. The position accounts for 0.37% of the portfolio, ranked #40.

Ring Mountain Capital first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. 1,336 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Ring Mountain Capital held 3,831 shares of Vanguard Dividend Appreciation ETF worth $894K as of Q3 2026.
  • Ring Mountain Capital bought 142 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $34.1K.
  • Vanguard Dividend Appreciation ETF made up 0.37% of Ring Mountain Capital's portfolio in Q3 2026, its #40 holding.
  • Ring Mountain Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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