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VNQ icon

Bear Mountain Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Bear Mountain Capital’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Buy
110,199
+3,321
+3% +$317K 3.11% 10
2026
Q1 		$10.4M Buy
106,878
+7,388
+7% +$677K 3.12% 10
2025
Q4 		$9.1M Buy
99,490
+109
+0.1% +$9.8K 2.94% 10
2025
Q3 		$9.13M Buy
99,381
+3,343
+3% +$303K 3.06% 10
2025
Q2 		$8.64M Sell
96,038
-6,629
-6% -$585K 3.09% 10
2025
Q1 		$9.04M Buy
102,667
+2,049
+2% +$186K 3.49% 10
2024
Q4 		$9.1M Buy
100,618
+1,549
+2% +$146K 3.54% 10
2024
Q3 		$9.56M Sell
99,069
-730
-0.7% -$67.2K 3.77% 10
2024
Q2 		$8.73M Buy
99,799
+2,520
+3% +$208K 3.55% 10
2024
Q1 		$7.65M Sell
97,279
-5,240
-5% -$448K 3.3% 10
2023
Q4 		$8.86M Buy
+102,519
New +$8.12M 3.72% 10

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bear Mountain Capital increased its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q2 2026, buying an estimated $317K and bringing the position to 110,199 shares worth $10.8M. The position accounts for 3.11% of the portfolio, ranked #10.

Bear Mountain Capital first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. 831 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bear Mountain Capital held 110,199 shares of Vanguard Real Estate ETF worth $10.8M as of Q2 2026.
  • Bear Mountain Capital bought 3,321 Vanguard Real Estate ETF shares in Q2 2026, an estimated $317K.
  • Vanguard Real Estate ETF made up 3.11% of Bear Mountain Capital's portfolio in Q2 2026, its #10 holding.
  • Bear Mountain Capital first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 831 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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