Bear Mountain Capital’s Vanguard 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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Bear Mountain Capital increased its Vanguard 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. 1,199 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bear Mountain Capital held 669,702 shares of Vanguard Mid-Cap ETF worth $54.1M as of Q2 2026.
Bear Mountain Capital bought 12,934 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1M.
Vanguard 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 Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,199 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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