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Bear Mountain Capital’s Vanguard Morningstar Value ETF VTV Stock Holding History

Bear Mountain Capital’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.9K Hold
283
– – 0.02% 55
2026
Q1 		$57.8K Hold
283
– – 0.02% 58
2025
Q4 		$56.1K Hold
283
– – 0.02% 62
2025
Q3 		$53K Hold
283
– – 0.02% 66
2025
Q2 		$50.3K Hold
283
– – 0.02% 66
2025
Q1 		$47.1K Buy
+283
New +$49.4K 0.02% 68

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Bear Mountain Capital held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 283 shares worth $61.9K. The position accounts for 0.02% of the portfolio, ranked #55.

Bear Mountain Capital first reported a position in VTV in Q1 2025 and has held it in 6 quarters since. 1,394 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Bear Mountain Capital held 283 shares of Vanguard Morningstar Value ETF worth $61.9K as of Q2 2026.
  • Bear Mountain Capital left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #55 holding.
  • Bear Mountain Capital first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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