Bear Mountain Capital’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Buy	52,396 +1,317	+3%	+$60.7K	0.69%	22
2026 Q1	$2.45M	Buy	51,079 +1,493	+3%	+$71.1K	0.74%	21
2025 Q4	$2.35M	Buy	49,586 +2,200	+5%	+$104K	0.76%	22
2025 Q3	$2.26M	Buy	47,386 +84	+0.2%	+$3.93K	0.76%	21
2025 Q2	$2.16M	Sell	47,302 -5,705	-11%	-$246K	0.77%	21
2025 Q1	$2.26M	Sell	53,007 -1,420	-3%	-$57.1K	0.87%	21
2024 Q4	$2.16M	Buy	54,427 +7,023	+15%	+$304K	0.84%	21
2024 Q3	$2.15M	Buy	47,404 +856	+2%	+$37.3K	0.85%	21
2024 Q2	$2M	Buy	46,548 +578	+1%	+$23.9K	0.81%	21
2024 Q1	$1.83M	Sell	45,970 -2,425	-5%	-$99K	0.79%	21
2023 Q4	$1.98M	Buy	+48,395	New	+$1.93M	0.83%	20

Other funds holding VNQI

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

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

Bear Mountain Capital increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 2.6% in Q2 2026, buying an estimated $60.7K and bringing the position to 52,396 shares worth $2.38M. The position accounts for 0.69% of the portfolio, ranked #22.

Bear Mountain Capital first reported a position in VNQI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q1 2026. 149 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

Bear Mountain Capital held 52,396 shares of Vanguard Global ex-US Real Estate ETF worth $2.38M as of Q2 2026.
Bear Mountain Capital bought 1,317 Vanguard Global ex-US Real Estate ETF shares in Q2 2026, an estimated $60.7K.
Vanguard Global ex-US Real Estate ETF made up 0.69% of Bear Mountain Capital's portfolio in Q2 2026, its #22 holding.
Bear Mountain Capital first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Vanguard Global ex-US Real Estate ETF position peaked at $2.45M in Q1 2026.
149 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

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