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Bear Mountain Capital’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bear Mountain Capital’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Buy
396,374
+8,637
+2% +$503K 6.67% 7
2026
Q1 		$22.7M Buy
+387,737
New +$22.8M 6.83% 7
2025
Q2 		– Sell
-240
Closed -$14.1K – 330
2025
Q1 		$14.1K Hold
240
– – 0.01% 89
2024
Q4 		$14K Sell
240
-15,566
-98% -$908K 0.01% 87
2024
Q3 		$926K Sell
15,806
-16
-0.1% -$937 0.37% 31
2024
Q2 		$921K Sell
15,822
-147
-0.9% -$8.49K 0.37% 31
2024
Q1 		$921K Buy
15,969
+375
+2% +$21.8K 0.4% 30
2023
Q4 		$911K Buy
+15,594
New +$901K 0.38% 29

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Bear Mountain Capital increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.2% in Q2 2026, buying an estimated $503K and bringing the position to 396,374 shares worth $23M. The position accounts for 6.67% of the portfolio, ranked #7.

Bear Mountain Capital first reported a position in VGSH in Q4 2023 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Bear Mountain Capital held 396,374 shares of Vanguard Short-Term Treasury ETF worth $23M as of Q2 2026.
  • Bear Mountain Capital bought 8,637 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $503K.
  • Vanguard Short-Term Treasury ETF made up 6.67% of Bear Mountain Capital's portfolio in Q2 2026, its #7 holding.
  • Bear Mountain Capital first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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