Bear Mountain Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.9M	Buy	60,572 +772	+1%	+$515K	12.13%	2
2026 Q1	$39M	Buy	59,800 +1,497	+3%	+$936K	11.71%	2
2025 Q4	$37.1M	Buy	58,303 +475	+0.8%	+$295K	11.98%	2
2025 Q3	$35.7M	Sell	57,828 -153	-0.3%	-$90.2K	11.95%	2
2025 Q2	$33.5M	Buy	57,981 +1,472	+3%	+$774K	11.98%	2
2025 Q1	$28.8M	Buy	56,509 +3,094	+6%	+$1.67M	11.13%	2
2024 Q4	$29.9M	Sell	53,415 -1,018	-2%	-$551K	11.66%	2
2024 Q3	$29M	Sell	54,433 -1,656	-3%	-$842K	11.45%	2
2024 Q2	$28.9M	Sell	56,089 -1,090	-2%	-$525K	11.74%	2
2024 Q1	$26.3M	Sell	57,179 -4,947	-8%	-$2.26M	11.34%	2
2023 Q4	$27.1M	Buy	+62,126	New	+$25.4M	11.4%	2

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Bear Mountain Capital increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, buying an estimated $515K and bringing the position to 60,572 shares worth $41.9M. The position accounts for 12.13% of the portfolio, ranked #2.

Bear Mountain Capital first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bear Mountain Capital held 60,572 shares of Vanguard S&P 500 ETF worth $41.9M as of Q2 2026.
Bear Mountain Capital bought 772 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $515K.
Vanguard S&P 500 ETF made up 12.13% of Bear Mountain Capital's portfolio in Q2 2026, its #2 holding.
Bear Mountain Capital first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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