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Bear Mountain Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bear Mountain Capital’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$380 – 332
2025
Q1 		$380 Sell
2
-5
-71% -$994 ﹤0.01% 280
2024
Q4 		$1.42K Hold
7
– – ﹤0.01% 129
2024
Q3 		$1.4K Sell
7
-7
-50% -$1.33K ﹤0.01% 129
2024
Q2 		$2.62K Hold
14
– – ﹤0.01% 128
2024
Q1 		$2.43K Sell
14
-11
-44% -$1.93K ﹤0.01% 162
2023
Q4 		$4.24K Buy
+25
New +$4.02K ﹤0.01% 150

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bear Mountain Capital's VIG Position: Q2 2025 in Review

Bear Mountain Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 2 shares — an estimated $380 sold.

Bear Mountain Capital first reported a position in VIG in Q4 2023 and held it in 6 quarters. The position peaked at $4.24K in Q4 2023. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Bear Mountain Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 2 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $380.
  • Bear Mountain Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 6 quarters.
  • Bear Mountain Capital's Vanguard Dividend Appreciation ETF position peaked at $4.24K in Q4 2023.
  • 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.