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Bear Mountain Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bear Mountain Capital’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.1M Buy
669,702
+12,934
+2% +$1M 15.68% 1
2026
Q1 		$50.6M Buy
656,768
+30,660
+5% +$2.28M 15.22% 1
2025
Q4 		$47.2M Buy
626,108
+7,604
+1% +$553K 15.22% 1
2025
Q3 		$45.4M Buy
618,504
+12,448
+2% +$894K 15.2% 1
2025
Q2 		$43.1M Buy
606,056
+14,012
+2% +$920K 15.46% 1
2025
Q1 		$37.9M Buy
592,044
+23,992
+4% +$1.61M 14.66% 1
2024
Q4 		$39.4M Sell
568,052
-9,156
-2% -$622K 15.34% 1
2024
Q3 		$38.7M Sell
577,208
-200
-0% -$12.6K 15.26% 1
2024
Q2 		$35.9M Buy
577,408
+544
+0.1% +$33.1K 14.61% 1
2024
Q1 		$33.9M Sell
576,864
-36,284
-6% -$2.14M 14.63% 1
2023
Q4 		$34.9M Buy
+613,148
New +$32.8M 14.68% 1

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Bear Mountain Capital increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, buying an estimated $1M and bringing the position to 669,702 shares worth $54.1M. The position accounts for 15.68% of the portfolio, ranked #1.

Bear Mountain Capital first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Bear Mountain Capital held 669,702 shares of Vanguard Morningstar Mid-Cap ETF worth $54.1M as of Q2 2026.
  • Bear Mountain Capital bought 12,934 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1M.
  • Vanguard Morningstar Mid-Cap ETF made up 15.68% of Bear Mountain Capital's portfolio in Q2 2026, its #1 holding.
  • Bear Mountain Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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