Bear Mountain Capital, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2009419
SEATTLE, WA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,603,852
+$629,298 QoQ
Shares Held
48,121
+3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,603,852 | 48,121 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,974,554 | 46,422 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,833,936 | 46,539 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,672,868 | 45,037 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,971,654 | 44,968 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,130,685 | 42,162 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $10,109,178 | 42,617 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,314,886 | 42,721 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,760,107 | 42,697 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,625,662 | 45,121 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||