BC
VBR icon

Bowman & Company’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bowman & Company’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$608K Buy
2,871
+14
+0.5% +$2.93K 0.26% 79
2025
Q3 		$596K Sell
2,857
-45
-2% -$9.2K 0.25% 80
2025
Q2 		$566K Sell
2,902
-1,169
-29% -$216K 0.25% 79
2025
Q1 		$759K Sell
4,071
-418
-9% -$82.6K 0.37% 67
2024
Q4 		$890K Sell
4,489
-145
-3% -$29.8K 0.46% 64
2024
Q3 		$931K Sell
4,634
-114
-2% -$21.9K 0.49% 64
2024
Q2 		$867K Sell
4,748
-222
-4% -$41K 0.5% 61
2024
Q1 		$954K Sell
4,970
-388
-7% -$70K 0.58% 55
2023
Q4 		$965K Buy
5,358
+700
+15% +$114K 0.67% 44
2023
Q3 		$743K Buy
4,658
+20
+0.4% +$3.34K 0.59% 49
2023
Q2 		$767K Sell
4,638
-669
-13% -$105K 0.58% 45
2023
Q1 		$843K Sell
5,307
-74
-1% -$12.3K 0.62% 37
2022
Q4 		$855K Buy
+5,381
New +$857K 0.66% 33
2022
Q3 		– Sell
-3,222
Closed -$483K – 85
2022
Q2 		$483K Buy
3,222
+325
+11% +$53.3K 0.42% 53
2022
Q1 		$510K Buy
+2,897
New +$504K 0.39% 54

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bowman & Company increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.49% in Q4 2025, buying an estimated $2.93K and bringing the position to 2,871 shares worth $608K. The position accounts for 0.26% of the portfolio, ranked #79.

Bowman & Company first reported a position in VBR in Q1 2022 and has held it in 15 quarters since. The position peaked at $965K in Q4 2023. 1,656 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Bowman & Company held 2,871 shares of Vanguard Morningstar Small-Cap Value ETF worth $608K as of Q4 2025.
  • Bowman & Company bought 14 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $2.93K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Bowman & Company's portfolio in Q4 2025, its #79 holding.
  • Bowman & Company first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and has held it in 15 quarters since.
  • Bowman & Company's Vanguard Morningstar Small-Cap Value ETF position peaked at $965K in Q4 2023.
  • 1,656 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

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