SEC 13F Intelligence

Bear Mountain Capital, Inc. / VEA

Bear Mountain Capital, Inc.’s Vanguard Tax-Managed Fds Position

Does Bear Mountain Capital, Inc. own Vanguard Tax-Managed Fds (VEA)? Yes — 414.8K shares worth $29M (+8.64% of its 13F portfolio) as of Q1 2026, up from 407.1K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
414.8K
% of Portfolio
+8.64%
Quarters Held
10
currently held

Position History VEA

Reported value by quarter
Q4 ’23: $18MQ4 ’23Q1 ’24: $17MQ2 ’24: $19MQ2 ’24Q3 ’24: $19MQ4 ’24: $19MQ4 ’24Q1 ’25: $21MQ2 ’25: $23MQ2 ’25Q3 ’25: $24MQ4 ’25: $26MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026414.8K$29M+8.64%
Q4 2025407.1K$26M+8.53%
Q3 2025402.5K$24M+8.18%
Q2 2025401.9K$23M+8.15%
Q1 2025397.2K$21M+8.13%
Q4 2024383.4K$19M+7.42%
Q3 2024363.2K$19M+7.37%
Q2 2024360.2K$19M+7.55%
Q1 2024362.6K$17M+7.48%
Q4 2023381.0K$18M+7.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bear Mountain Capital, Inc.’s full portfolio or all institutional holders of VEA.