Ownership history in Bear Mountain Capital, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Bear Mountain Capital, Inc. reported a position in VANGUARD SMALL CAP ETF (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 46,422 | -117 | -0.3% | 4.13% | $12.8M | $257.95 |
| 2025 Q3 | ADDED | 46,539 | +1,502 | +3.3% | 4.01% | $12.0M | $253.38 |
| 2025 Q2 | ADDED | 45,037 | +69 | +0.2% | 3.93% | $11.0M | $235.40 |
| 2025 Q1 | ADDED | 44,968 | +2,806 | +6.7% | 3.77% | $9.7M | $219.54 |
| 2024 Q4 | REDUCED | 42,162 | -455 | -1.1% | 4.14% | $10.6M | $236.92 |
| 2024 Q3 | REDUCED | 42,617 | -104 | -0.2% | 4.04% | $10.2M | $233.03 |
| 2024 Q2 | ADDED | 42,721 | +24 | +0.1% | 3.93% | $9.6M | $213.56 |
| 2024 Q1 | REDUCED | 42,697 | -2,424 | -5.4% | 3.89% | $9.0M | $223.02 |
| 2023 Q4 | INITIATED | 45,121 | — | — | 3.90% | $9.3M | — |
As of 2025 Q4 — sorted by position size