Ring Mountain Capital
VUG icon

Ring Mountain Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ring Mountain Capital’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$258K Buy
2,864
+2
+0.1% +$175 0.11% 90
2026
Q2 		$247K Hold
2,862
– – 0.1% 97
2026
Q1 		$208K Hold
2,862
– – 0.11% 92
2025
Q4 		$231K Buy
2,862
+102
+4% +$8.28K 0.12% 88
2025
Q3 		$221K Hold
2,760
– – 0.12% 94
2025
Q2 		$206K Buy
+2,760
New +$182K 0.13% 91

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Mather Group
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Ring Mountain Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q3 2026, buying an estimated $175 and bringing the position to 2,864 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #90.

Ring Mountain Capital first reported a position in VUG in Q2 2025 and has held it in 6 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Ring Mountain Capital held 2,864 shares of Vanguard Morningstar Growth ETF worth $258K as of Q3 2026.
  • Ring Mountain Capital bought 2 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $175.
  • Vanguard Morningstar Growth ETF made up 0.11% of Ring Mountain Capital's portfolio in Q3 2026, its #90 holding.
  • Ring Mountain Capital first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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