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Bowman & Co S.C. Historic Quarter Change: USA ETF, Added

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Bowman & Co S.C. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Bowman & Co S.C. opened 31 positions, added to 163, reduced 121 and sold out of 12.

  • Q4 2025: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 51,738.
  • Q4 2025: Stock WTV; Country of operation —; Class WISDOMTREE US VA; Shares before 35,876.
  • Q4 2025: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 986.
  • Q4 2025: Stock VTHR; Country of operation —; Class VNG RUS3000IDX; Shares before 1,112.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1906275), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS51,73852,501+763$31,682,144$32,929,460+$1,247,3162026-01-23
Q4 2025WTV
WISDOMTREE TR		WISDOMTREE US VA35,87636,054+178$3,265,143$3,363,798+$98,6552026-01-23
Q4 2025IVV
ISHARES TR		CORE S&P500 ETF9861,074+88$660,706$735,873+$75,1672026-01-23
Q4 2025VTHR
VANGUARD SCOTTSDALE FDS		VNG RUS3000IDX1,1121,340+228$327,121$402,262+$75,1412026-01-23
Q4 2025JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF5,2946,552+1,258$267,200$330,892+$63,6922026-01-23
Q4 2025IJH
ISHARES TR		CORE S&P MCP ETF53,43153,768+337$3,487,142$3,548,144+$61,0022026-01-23
Q4 2025MGV
VANGUARD WORLD FD		MEGA CAP VAL ETF11,70711,788+81$1,612,486$1,663,928+$51,4422026-01-23
Q4 2025VUG
VANGUARD INDEX FDS		GROWTH ETF5,4695,477+8$2,623,900$2,672,055+$48,1552026-01-23
Q4 2025VO
VANGUARD INDEX FDS		MID CAP ETF5,5415,757+216$1,627,614$1,671,624+$44,0102026-01-23
Q4 2025IEMG
ISHARES INC		CORE MSCI EMKT8,7349,166+432$575,881$616,150+$40,2692026-01-23
Q4 2025IJR
ISHARES TR		CORE S&P SCP ETF7,3147,513+199$869,365$902,826+$33,4612026-01-23
Q4 2025SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF28,16828,422+254$655,755$683,300+$27,5452026-01-23
Q4 2025MTUM
ISHARES TR		MSCI USA MMENTM2,5442,717+173$652,589$680,048+$27,4592026-01-23
Q4 2025FLMI
FRANKLIN TEMPLETON ETF TR		FRANKLIN DYN MUN56,11556,819+704$1,389,960$1,413,095+$23,1352026-01-23
Q4 2025USMV
ISHARES TR		MSCI USA MIN VOL30,93831,020+82$2,944,379$2,921,649-$22,7302026-01-23
Q4 2025VXUS
VANGUARD STAR FDS		VG TL INTL STK F7,0677,171+104$519,156$540,960+$21,8042026-01-23
Q4 2025SMH
VANECK ETF TRUST		SEMICONDUCTR ETF625627+2$203,975$225,765+$21,7902026-01-23
Q4 2025MLN
VANECK ETF TRUST		LONG MUNI ETF78,34979,305+956$1,369,536$1,390,298+$20,7622026-01-23
Q4 2025VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF2,7562,792+36$594,789$613,693+$18,9042026-01-23
Q4 2025VTWO
VANGUARD SCOTTSDALE FDS		VNG RUS2000IDX6,1476,171+24$601,294$614,162+$12,8682026-01-23
Q4 2025VBR
VANGUARD INDEX FDS		SM CP VAL ETF2,8572,871+14$596,408$608,122+$11,7142026-01-23
Q4 2025RWJ
INVESCO EXCH TRADED FD TR II		S&P SMALLCAP 60023,18523,197+12$1,119,852$1,130,169+$10,3172026-01-23
Q4 2025SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF12,88012,917+37$339,271$347,609+$8,3382026-01-23
Q4 2025VBK
VANGUARD INDEX FDS		SML CP GRW ETF1,3681,373+5$407,805$414,924+$7,1192026-01-23
Q4 2025IWF
ISHARES TR		RUS 1000 GRW ETF663664+1$310,815$314,380+$3,5652026-01-23

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