Bear Mountain Capital’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.48M	Hold	22,754	–	–	1.01%	18
2026 Q1	$3.62M	Sell	22,754 -79	-0.3%	-$11.9K	1.09%	17
2025 Q4	$3.41M	Sell	22,833 -122	-0.5%	-$17.4K	1.1%	18
2025 Q3	$3.26M	Sell	22,955 -416	-2%	-$57.6K	1.09%	18
2025 Q2	$3.17M	Sell	23,371 -5	-0%	-$617	1.13%	17
2025 Q1	$2.81M	Sell	23,376 -240	-1%	-$27.9K	1.09%	18
2024 Q4	$2.73M	Buy	23,616 +1,918	+9%	+$230K	1.06%	19
2024 Q3	$2.66M	Sell	21,698 -340	-2%	-$41K	1.05%	16
2024 Q2	$2.7M	Sell	22,038 -456	-2%	-$53.5K	1.1%	16
2024 Q1	$2.53M	Sell	22,494 -223	-1%	-$25.2K	1.09%	16
2023 Q4	$2.52M	Buy	+22,717	New	+$2.44M	1.06%	16

Other funds holding VSS

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

EWM

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

Bear Mountain Capital held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 22,754 shares worth $3.48M. The position accounts for 1.01% of the portfolio, ranked #18.

Bear Mountain Capital first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.62M in Q1 2026. 310 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Bear Mountain Capital held 22,754 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.48M as of Q2 2026.
Bear Mountain Capital left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.01% of Bear Mountain Capital's portfolio in Q2 2026, its #18 holding.
Bear Mountain Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.62M in Q1 2026.
310 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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