Bowman & Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$415K	Buy	1,373 +5	+0.4%	+$1.51K	0.17%	87
2025 Q3	$408K	Sell	1,368 -75	-5%	-$21.7K	0.17%	90
2025 Q2	$400K	Sell	1,443 -62	-4%	-$16K	0.18%	88
2025 Q1	$379K	Buy	1,505 +71	+5%	+$19.7K	0.19%	85
2024 Q4	$402K	Sell	1,434 -38	-3%	-$10.7K	0.21%	80
2024 Q3	$393K	Buy	1,472 +4	+0.3%	+$1.02K	0.21%	81
2024 Q2	$367K	Sell	1,468 -32	-2%	-$7.98K	0.21%	82
2024 Q1	$391K	Sell	1,500 -117	-7%	-$28.7K	0.24%	79
2023 Q4	$391K	Buy	1,617 +14	+0.9%	+$3.04K	0.27%	70
2023 Q3	$344K	Sell	1,603 -68	-4%	-$15.5K	0.27%	70
2023 Q2	$384K	Sell	1,671 -396	-19%	-$86.2K	0.29%	68
2023 Q1	$447K	Buy	2,067 +17	+0.8%	+$3.67K	0.33%	63
2022 Q4	$411K	Buy	2,050 +555	+37%	+$114K	0.32%	60
2022 Q3	$292K	Buy	+1,495	New	+$321K	0.26%	67

Other funds holding VBK

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Bowman & Company increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.37% in Q4 2025, buying an estimated $1.51K and bringing the position to 1,373 shares worth $415K. The position accounts for 0.17% of the portfolio, ranked #87.

Bowman & Company first reported a position in VBK in Q3 2022 and has held it in 14 quarters since. The position peaked at $447K in Q1 2023. 1,210 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Bowman & Company held 1,373 shares of Vanguard Morningstar Small-Cap Growth ETF worth $415K as of Q4 2025.
Bowman & Company bought 5 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $1.51K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Bowman & Company's portfolio in Q4 2025, its #87 holding.
Bowman & Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2022 and has held it in 14 quarters since.
Bowman & Company's Vanguard Morningstar Small-Cap Growth ETF position peaked at $447K in Q1 2023.
1,210 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

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