Ring Mountain Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$771K	Buy	2,061 +9	+0.4%	+$3.37K	0.32%	45
2026 Q2	$759K	Buy	2,052 +2	+0.1%	+$715	0.32%	47
2026 Q1	$658K	Buy	2,050 +4	+0.2%	+$1.34K	0.36%	45
2025 Q4	$699K	Buy	2,046 +739	+57%	+$246K	0.36%	43
2025 Q3	$429K	Sell	1,307 -150	-10%	-$47.4K	0.24%	57
2025 Q2	$450K	Hold	1,457	–	–	0.27%	55
2025 Q1	$400K	Hold	1,457	–	–	0.3%	52
2024 Q4	$422K	Buy	+1,457	New	+$425K	0.28%	53

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

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

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

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

Ring Mountain Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q3 2026, buying an estimated $3.37K and bringing the position to 2,061 shares worth $771K. The position accounts for 0.32% of the portfolio, ranked #45.

Ring Mountain Capital first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,988 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Ring Mountain Capital held 2,061 shares of Vanguard Morningstar Total Stock Market ETF worth $771K as of Q3 2026.
Ring Mountain Capital bought 9 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $3.37K.
Vanguard Morningstar Total Stock Market ETF made up 0.32% of Ring Mountain Capital's portfolio in Q3 2026, its #45 holding.
Ring Mountain Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
1,988 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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