Bear Mountain Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bear Mountain Capital’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Buy	48,633 +512	+1%	+$147K	4.18%	9
2026 Q1	$13.8M	Buy	48,121 +1,699	+4%	+$460K	4.14%	9
2025 Q4	$12.8M	Sell	46,422 -117	-0.3%	-$30K	4.13%	9
2025 Q3	$12M	Buy	46,539 +1,502	+3%	+$373K	4.01%	9
2025 Q2	$11M	Buy	45,037 +69	+0.2%	+$15.4K	3.93%	9
2025 Q1	$9.75M	Buy	44,968 +2,806	+7%	+$670K	3.77%	9
2024 Q4	$10.6M	Sell	42,162 -455	-1%	-$112K	4.14%	9
2024 Q3	$10.2M	Sell	42,617 -104	-0.2%	-$23.6K	4.04%	9
2024 Q2	$9.65M	Buy	42,721 +24	+0.1%	+$5.27K	3.93%	9
2024 Q1	$9.02M	Sell	42,697 -2,424	-5%	-$521K	3.89%	9
2023 Q4	$9.28M	Buy	+45,121	New	+$8.69M	3.9%	9

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bear Mountain Capital's VB Position: Q2 2026 in Review

Bear Mountain Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, buying an estimated $147K and bringing the position to 48,633 shares worth $14.4M. The position accounts for 4.18% of the portfolio, ranked #9.

Bear Mountain Capital first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Bear Mountain Capital held 48,633 shares of Vanguard Morningstar Small-Cap ETF worth $14.4M as of Q2 2026.
Bear Mountain Capital bought 512 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $147K.
Vanguard Morningstar Small-Cap ETF made up 4.18% of Bear Mountain Capital's portfolio in Q2 2026, its #9 holding.
Bear Mountain Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.