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Bowman & Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bowman & Company’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.67M Buy
23,028
+864
+4% +$62.9K 0.7% 39
2025
Q3 		$1.63M Buy
22,164
+952
+4% +$68.4K 0.69% 40
2025
Q2 		$1.48M Buy
21,212
+820
+4% +$53.8K 0.66% 46
2025
Q1 		$1.32M Buy
20,392
+2,128
+12% +$143K 0.65% 51
2024
Q4 		$1.21M Buy
18,264
+1,048
+6% +$71.1K 0.62% 47
2024
Q3 		$1.14M Buy
17,216
+756
+5% +$47.5K 0.6% 54
2024
Q2 		$996K Sell
16,460
-372
-2% -$22.6K 0.58% 50
2024
Q1 		$1.05M Buy
16,832
+2,132
+15% +$126K 0.63% 47
2023
Q4 		$855K Buy
14,700
+2,192
+18% +$117K 0.6% 53
2023
Q3 		$651K Buy
12,508
+1,580
+14% +$86.7K 0.52% 57
2023
Q2 		$602K Buy
10,928
+424
+4% +$22.2K 0.46% 57
2023
Q1 		$554K Sell
10,504
-832
-7% -$44.3K 0.41% 54
2022
Q4 		$578K Buy
11,336
+4,828
+74% +$246K 0.45% 49
2022
Q3 		$306K Sell
6,508
-7,508
-54% -$392K 0.28% 66
2022
Q2 		$690K Buy
14,016
+1,544
+12% +$83.4K 0.6% 37
2022
Q1 		$742K Buy
12,472
+7,716
+162% +$453K 0.57% 35
2021
Q4 		$303K Buy
+4,756
New +$298K 0.23% 65

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bowman & Company increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.9% in Q4 2025, buying an estimated $62.9K and bringing the position to 23,028 shares worth $1.67M. The position accounts for 0.7% of the portfolio, ranked #39.

Bowman & Company first reported a position in VO in Q4 2021 and has held it in 17 quarters since. 2,369 funds tracked by Wall St. Rank hold VO as of Q4 2025.

  • Bowman & Company held 23,028 shares of Vanguard Morningstar Mid-Cap ETF worth $1.67M as of Q4 2025.
  • Bowman & Company bought 864 Vanguard Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $62.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.7% of Bowman & Company's portfolio in Q4 2025, its #39 holding.
  • Bowman & Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2025.

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