NWM
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Nova Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Nova Wealth Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495K Sell
2,194
-297
-12% -$67.7K 0.27% 93
2026
Q1 		$559K Buy
2,491
+147
+6% +$33.7K 0.36% 78
2025
Q4 		$495K Sell
2,344
-385
-14% -$81.9K 0.34% 78
2025
Q3 		$583K Sell
2,729
-41
-1% -$8.98K 0.41% 65
2025
Q2 		$607K Buy
2,770
+167
+6% +$36.6K 0.45% 60
2025
Q1 		$570K Buy
2,603
+398
+18% +$86K 0.49% 53
2024
Q4 		$466K Buy
+2,205
New +$478K 0.4% 59

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Nova Wealth Management's VDC Position: Q2 2026 in Review

Nova Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 12% in Q2 2026, selling an estimated $67.7K and leaving 2,194 shares worth $495K. The position accounts for 0.27% of the portfolio, ranked #93.

Nova Wealth Management first reported a position in VDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q2 2025. 95 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Nova Wealth Management held 2,194 shares of Vanguard Consumer Staples ETF worth $495K as of Q2 2026.
  • Nova Wealth Management sold 297 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $67.7K.
  • Vanguard Consumer Staples ETF made up 0.27% of Nova Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Nova Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Vanguard Consumer Staples ETF position peaked at $607K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.