Bowman & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$614K	Buy	2,792 +36	+1%	+$7.87K	0.26%	78
2025 Q3	$595K	Sell	2,756 -21	-0.8%	-$4.41K	0.25%	81
2025 Q2	$568K	Buy	2,777 +145	+6%	+$28.1K	0.25%	78
2025 Q1	$510K	Sell	2,632 -772	-23%	-$154K	0.25%	76
2024 Q4	$667K	Sell	3,404 -506	-13%	-$101K	0.34%	69
2024 Q3	$774K	Sell	3,910 -5	-0.1%	-$952	0.41%	68
2024 Q2	$715K	Sell	3,915 -986	-20%	-$177K	0.41%	66
2024 Q1	$895K	Buy	4,901 +1,112	+29%	+$195K	0.54%	61
2023 Q4	$646K	Sell	3,789 -864	-19%	-$139K	0.45%	61
2023 Q3	$723K	Buy	4,653 +171	+4%	+$27.7K	0.58%	50
2023 Q2	$728K	Sell	4,482 -4,765	-52%	-$746K	0.55%	49
2023 Q1	$1.42M	Buy	9,247 +3,216	+53%	+$493K	1.04%	22
2022 Q4	$916K	Buy	6,031 +1,021	+20%	+$152K	0.71%	32
2022 Q3	$677K	Buy	5,010 +1,129	+29%	+$168K	0.61%	32
2022 Q2	$557K	Buy	+3,881	New	+$591K	0.49%	43

Other funds holding VIG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bowman & Company increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q4 2025, buying an estimated $7.87K and bringing the position to 2,792 shares worth $614K. The position accounts for 0.26% of the portfolio, ranked #78.

Bowman & Company first reported a position in VIG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q1 2023. 2,518 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Bowman & Company held 2,792 shares of Vanguard Dividend Appreciation ETF worth $614K as of Q4 2025.
Bowman & Company bought 36 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $7.87K.
Vanguard Dividend Appreciation ETF made up 0.26% of Bowman & Company's portfolio in Q4 2025, its #78 holding.
Bowman & Company first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 15 quarters since.
Bowman & Company's Vanguard Dividend Appreciation ETF position peaked at $1.42M in Q1 2023.
2,518 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

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