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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Ring Mountain Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q1 2026, buying an estimated $1.34K and bringing the position to 2,050 shares worth $658K. The position accounts for 0.36% of the portfolio, ranked #45.

Ring Mountain Capital first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $699K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Ring Mountain Capital held 2,050 shares of Vanguard Morningstar Total Stock Market ETF worth $658K as of Q1 2026.
  • Ring Mountain Capital bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.36% of Ring Mountain Capital's portfolio in Q1 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 6 quarters since.
  • Ring Mountain Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $699K in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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