VIG VANGUARD GROUP

Ownership history in ROVIN CAPITAL /UT/ /ADV  ·  25 quarters on record

AI Ownership Summary

ROVIN CAPITAL /UT/ /ADV reported VANGUARD GROUP (VIG) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.57% in 2024 Q1. The latest visible filing shows VIG at 3.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROVIN CAPITAL /UT/ /ADV's position in VANGUARD GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIG was reported at 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.57% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROVIN CAPITAL /UT/ /ADV held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 61,783 +23,450 +61.2% 3.61% $13.6M 2026-02-14 (Est.) $226.38
2025 Q3 UNCHANGED 38,333 0% 2.38% $7.8M 2025-10-17 $214.04
2025 Q2 REDUCED 38,333 -32,367 -45.8% 2.38% $7.8M 2025-08-06 $204.44
2025 Q1 REDUCED 70,700 -3,237 -4.4% 4.41% $13.7M 2025-04-28 $186.00
2024 Q4 REDUCED 73,937 -5,528 -7.0% 5.21% $14.5M 2025-01-14 $191.12
2024 Q3 ADDED 79,465 +8,111 +11.4% 5.83% $15.7M 2024-11-01 $190.12
2024 Q2 REDUCED 71,354 -16,402 -18.7% 5.43% $13.0M 2024-07-18 $183.03
2024 Q1 ADDED 87,756 +10,551 +13.7% 6.57% $16.0M 2024-04-22 $169.53
2023 Q4 REDUCED 77,205 -34,202 -30.7% 5.96% $13.2M 2024-03-12 $173.66
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROVIN CAPITAL /UT/ /ADV and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROVIN CAPITAL /UT/ /ADV reported owning VIG?

ROVIN CAPITAL /UT/ /ADV reported VIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in ROVIN CAPITAL /UT/ /ADV's portfolio?

The largest reported portfolio weight for VIG was 6.57% in 2024 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when ROVIN CAPITAL /UT/ /ADV reported 61,783 shares, equal to 3.61% of portfolio, with an estimated market value of $13.6M.

What does the chart on this VIG ownership page compare?

The chart compares ROVIN CAPITAL /UT/ /ADV's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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