VO β€” VANGUARD MID CAP

Ownership history in Bear Mountain Capital, Inc.  Β·  9 quarters on record

AI Ownership Summary

Bear Mountain Capital, Inc. reported VANGUARD MID CAP (VO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 15.46% in 2025 Q2. The latest visible filing shows VO at 15.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bear Mountain Capital, Inc.'s position in VANGUARD MID CAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VO was reported at 15.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.46% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bear Mountain Capital, Inc. held VO β€” position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 156,527 +1,901 +1.2% 15.22% $47.2M 2026-02-14 (Est.) $302.14
2025 Q3 ADDED 154,626 +3,112 +2.1% 15.20% $45.4M 2025-11-12 $290.99
2025 Q2 ADDED 151,514 +3,503 +2.4% 15.46% $43.1M 2025-07-23 $285.71
2025 Q1 ADDED 148,011 +5,998 +4.2% 14.66% $37.9M 2025-05-02 $257.83
2024 Q4 REDUCED 142,013 -2,289 -1.6% 15.34% $39.4M 2025-02-03 $270.33
2024 Q3 REDUCED 144,302 -50 -0.0% 15.26% $38.7M 2024-10-29 $260.83
2024 Q2 ADDED 144,352 +136 +0.1% 14.61% $35.9M 2024-07-23 $243.87
2024 Q1 REDUCED 144,216 -9,071 -5.9% 14.63% $33.9M 2024-04-25 $233.36
2023 Q4 INITIATED 153,287 β€” β€” 14.68% $34.9M 2024-01-30 $225.23

FAQ About Bear Mountain Capital, Inc. and VO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bear Mountain Capital, Inc. reported owning VO?

Bear Mountain Capital, Inc. reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in Bear Mountain Capital, Inc.'s portfolio?

The largest reported portfolio weight for VO was 15.46% in 2025 Q2.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when Bear Mountain Capital, Inc. reported 156,527 shares, equal to 15.22% of portfolio, with an estimated market value of $47.2M.

What does the chart on this VO ownership page compare?

The chart compares Bear Mountain Capital, Inc.'s quarterly VO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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