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Bowman & Company’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Bowman & Company’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.66M Buy
11,788
+81
+0.7% +$11.3K 0.7% 41
2025
Q3 		$1.61M Buy
11,707
+60
+0.5% +$8.03K 0.68% 41
2025
Q2 		$1.53M Hold
11,647
– – 0.68% 43
2025
Q1 		$1.5M Buy
11,647
+63
+0.5% +$8.15K 0.74% 43
2024
Q4 		$1.45M Buy
11,584
+65
+0.6% +$8.39K 0.75% 36
2024
Q3 		$1.48M Buy
11,519
+135
+1% +$16.7K 0.78% 36
2024
Q2 		$1.35M Buy
11,384
+162
+1% +$19K 0.78% 34
2024
Q1 		$1.34M Buy
+11,222
New +$1.27M 0.81% 31

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bowman & Company increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.69% in Q4 2025, buying an estimated $11.3K and bringing the position to 11,788 shares worth $1.66M. The position accounts for 0.7% of the portfolio, ranked #41.

Bowman & Company first reported a position in MGV in Q1 2024 and has held it in 8 quarters since. 543 funds tracked by Wall St. Rank hold MGV as of Q4 2025.

  • Bowman & Company held 11,788 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.66M as of Q4 2025.
  • Bowman & Company bought 81 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2025, an estimated $11.3K.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.7% of Bowman & Company's portfolio in Q4 2025, its #41 holding.
  • Bowman & Company first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2025.

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