NWM
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Nova Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Nova Wealth Management’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
2026
Q2 		$413K Hold
5,124
– – 0.23% 102
2026
Q1 		$368K Buy
5,124
+972
+23% +$72.2K 0.24% 96
2025
Q4 		$301K Buy
4,152
+180
+5% +$13.1K 0.21% 106
2025
Q3 		$292K Sell
3,972
-12
-0.3% -$862 0.21% 105
2025
Q2 		$279K Sell
3,984
-180
-4% -$11.8K 0.2% 108
2025
Q1 		$269K Buy
+4,164
New +$279K 0.23% 100

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

Nova Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2026 at 5,124 shares worth $413K. The position accounts for 0.23% of the portfolio, ranked #102.

Nova Wealth Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Nova Wealth Management held 5,124 shares of Vanguard Mid-Cap ETF worth $413K as of Q2 2026.
  • Nova Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap ETF made up 0.23% of Nova Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Nova Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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