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Bear Mountain Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Bear Mountain Capital’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$2.55K – 335
2025
Q1 		$2.55K Hold
10
– – ﹤0.01% 137
2024
Q4 		$2.81K Hold
10
– – ﹤0.01% 118
2024
Q3 		$2.66K Sell
10
-11
-52% -$2.79K ﹤0.01% 119
2024
Q2 		$5.39K Hold
21
– – ﹤0.01% 113
2024
Q1 		$4.83K Sell
21
-16
-43% -$3.66K ﹤0.01% 142
2023
Q4 		$8.07K Buy
+37
New +$7.56K ﹤0.01% 129

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bear Mountain Capital's VV Position: Q2 2025 in Review

Bear Mountain Capital sold out of Vanguard Large-Cap ETF (VV) in Q2 2025, closing a stake of 10 shares — an estimated $2.55K sold.

Bear Mountain Capital first reported a position in VV in Q4 2023 and held it in 6 quarters. The position peaked at $8.07K in Q4 2023. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Bear Mountain Capital reported no remaining Vanguard Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 10 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $2.55K.
  • Bear Mountain Capital first reported a position in Vanguard Large-Cap ETF in Q4 2023 and held it in 6 quarters.
  • Bear Mountain Capital's Vanguard Large-Cap ETF position peaked at $8.07K in Q4 2023.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.