SEC 13F Intelligence

Bear Mountain Capital, Inc. / VSGX

Bear Mountain Capital, Inc.’s Vanguard World Fd Position

Does Bear Mountain Capital, Inc. own Vanguard World Fd (VSGX)? Yes — 42.8K shares worth $3M (+1.01% of its 13F portfolio) as of Q1 2026, up from 42.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
42.8K
% of Portfolio
+1.01%
Quarters Held
10
currently held

Position History VSGX

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202642.8K$3M+1.01%
Q4 202542.6K$3M+1.03%
Q3 202542.4K$3M+1.00%
Q2 202543.1K$3M+1.01%
Q1 202541.9K$3M+0.98%
Q4 202443.3K$3M+0.98%
Q3 202442.4K$3M+1.01%
Q2 202442.0K$3M+1.02%
Q1 202440.6K$2M+0.96%
Q4 202343.8K$2M+0.99%

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 VSGX.