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Bear Mountain Capital’s Vanguard Growth ETF VUG Stock Holding History

Bear Mountain Capital’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.3K Hold
774
– – 0.02% 51
2026
Q1 		$63.5K Hold
774
– – 0.02% 55
2025
Q4 		$62.6K Hold
774
– – 0.02% 57
2025
Q3 		$62.5K Hold
774
– – 0.02% 57
2025
Q2 		$57.8K Hold
774
– – 0.02% 59
2025
Q1 		$48.9K Buy
+774
New +$52.2K 0.02% 67

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Bear Mountain Capital held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 774 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #51.

Bear Mountain Capital first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Bear Mountain Capital held 774 shares of Vanguard Growth ETF worth $67.3K as of Q2 2026.
  • Bear Mountain Capital left its Vanguard Growth ETF share count unchanged in Q2 2026.
  • Vanguard Growth ETF made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #51 holding.
  • Bear Mountain Capital first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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