Ownership history in Bowman & Co S.C. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Bowman & Co S.C. reported a position in VANGUARD WHITEHALL FDS (VYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bowman & Co S.C. underperformed the S&P 500 by β1.8% annually on this VYM position. Timing score: 44% (7/16 decisions correct). Average cost basis: $98.23. Maximum drawdown during holding period: β14.1%.
β οΈ Trailed SPY by 1.8% ann. on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $85.70 (2022 Q3) Β· Worst: $139.20 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 7 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.37% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size