Bowman & Company’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bowman & Company’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.03M	Sell	24,590 -115	-0.5%	-$9.45K	0.85%	32
2025 Q3	$1.99M	Hold	24,705	–	–	0.84%	33
2025 Q2	$1.81M	Hold	24,705	–	–	0.81%	34
2025 Q1	$1.53M	Buy	24,705 +25	+0.1%	+$1.69K	0.75%	41
2024 Q4	$1.69M	Buy	24,680 +35	+0.1%	+$2.36K	0.88%	31
2024 Q3	$1.59M	Buy	24,645 +55	+0.2%	+$3.43K	0.83%	32
2024 Q2	$1.55M	Hold	24,590	–	–	0.89%	28
2024 Q1	$1.41M	Buy	+24,590	New	+$1.36M	0.85%	28

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bowman & Company's MGK Position: Q4 2025 in Review

Bowman & Company reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.47% in Q4 2025, selling an estimated $9.45K and leaving 24,590 shares worth $2.03M. The position accounts for 0.85% of the portfolio, ranked #32.

Bowman & Company first reported a position in MGK in Q1 2024 and has held it in 8 quarters since. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Bowman & Company held 24,590 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.03M as of Q4 2025.
Bowman & Company sold 115 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $9.45K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.85% of Bowman & Company's portfolio in Q4 2025, its #32 holding.
Bowman & Company first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.