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Bowman & Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bowman & Company’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.67M Buy
32,862
+48
+0.1% +$3.9K 1.13% 24
2025
Q3 		$2.62M Sell
32,814
-222
-0.7% -$17K 1.11% 23
2025
Q2 		$2.41M Sell
33,036
-12
-0% -$790 1.08% 26
2025
Q1 		$2.04M Sell
33,048
-4,638
-12% -$313K 1% 29
2024
Q4 		$2.58M Buy
37,686
+4,530
+14% +$304K 1.33% 18
2024
Q3 		$2.12M Sell
33,156
-258
-0.8% -$16K 1.11% 21
2024
Q2 		$2.08M Buy
33,414
+24
+0.1% +$1.4K 1.2% 20
2024
Q1 		$1.92M Buy
33,390
+84
+0.3% +$4.62K 1.16% 20
2023
Q4 		$1.73M Buy
33,306
+28,008
+529% +$1.35M 1.2% 19
2023
Q3 		$240K Buy
5,298
+6
+0.1% +$283 0.19% 78
2023
Q2 		$250K Sell
5,292
-1,152
-18% -$50K 0.19% 78
2023
Q1 		$268K Sell
6,444
-174
-3% -$6.77K 0.2% 78
2022
Q4 		$235K Sell
6,618
-324
-5% -$11.9K 0.18% 83
2022
Q3 		$247K Sell
6,942
-540
-7% -$21.7K 0.22% 69
2022
Q2 		$278K Buy
7,482
+6
+0.1% +$246 0.24% 69
2022
Q1 		$358K Buy
7,476
+2,076
+38% +$98.2K 0.28% 67
2021
Q4 		$290K Buy
+5,400
New +$281K 0.22% 68

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bowman & Company increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.15% in Q4 2025, buying an estimated $3.9K and bringing the position to 32,862 shares worth $2.67M. The position accounts for 1.13% of the portfolio, ranked #24.

Bowman & Company first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Bowman & Company held 32,862 shares of Vanguard Morningstar Growth ETF worth $2.67M as of Q4 2025.
  • Bowman & Company bought 48 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $3.9K.
  • Vanguard Morningstar Growth ETF made up 1.13% of Bowman & Company's portfolio in Q4 2025, its #24 holding.
  • Bowman & Company first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

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