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 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

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

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ring Mountain Capital's VIG Position: Q1 2026 in Review

Ring Mountain Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q1 2026, selling an estimated $15.2K and leaving 3,696 shares worth $795K. The position accounts for 0.43% of the portfolio, ranked #39.

Ring Mountain Capital first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $849K in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Ring Mountain Capital held 3,696 shares of Vanguard Dividend Appreciation ETF worth $795K as of Q1 2026.
Ring Mountain Capital sold 68 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $15.2K.
Vanguard Dividend Appreciation ETF made up 0.43% of Ring Mountain Capital's portfolio in Q1 2026, its #39 holding.
Ring Mountain Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's Vanguard Dividend Appreciation ETF position peaked at $849K in Q4 2025.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.