Bear Mountain Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.99M	Hold	13,449	–	–	1.45%	14
2026 Q1	$4.71M	Sell	13,449 -7	-0.1%	-$2.35K	1.42%	15
2025 Q4	$4.6M	Sell	13,456 -75	-0.6%	-$24.9K	1.49%	15
2025 Q3	$4.48M	Buy	13,531 +1	+0%	+$316	1.5%	14
2025 Q2	$4.18M	Sell	13,530 -273	-2%	-$76.8K	1.5%	14
2025 Q1	$3.76M	Buy	13,803 +351	+3%	+$102K	1.46%	14
2024 Q4	$4.06M	Hold	13,452	–	–	1.58%	14
2024 Q3	$3.85M	Hold	13,452	–	–	1.52%	14
2024 Q2	$3.71M	Hold	13,452	–	–	1.51%	14
2024 Q1	$3.33M	Hold	13,452	–	–	1.44%	15
2023 Q4	$3.17M	Buy	+13,452	New	+$2.97M	1.33%	15

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Bear Mountain Capital held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 13,449 shares worth $4.99M. The position accounts for 1.45% of the portfolio, ranked #14.

Bear Mountain Capital first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,843 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bear Mountain Capital held 13,449 shares of Vanguard Morningstar Total Stock Market ETF worth $4.99M as of Q2 2026.
Bear Mountain Capital left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.45% of Bear Mountain Capital's portfolio in Q2 2026, its #14 holding.
Bear Mountain Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,843 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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