Novak & Powell Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Novak & Powell Financial Services’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.8M	Buy	34,670 +63	+0.2%	+$9.06K	2.58%	7
2025 Q4	$4.88M	Buy	34,607 +3,601	+12%	+$503K	2.55%	8
2025 Q3	$4.27M	Sell	31,006 -5	-0%	-$664	2.25%	8
2025 Q2	$3.99M	Buy	31,011 +232	+0.8%	+$27.7K	2.77%	7
2025 Q1	$3.57M	Buy	30,779 +263	+0.9%	+$31.5K	2.22%	10
2024 Q4	$3.59M	Sell	30,516 -563	-2%	-$67.6K	2.13%	10
2024 Q3	$3.72M	Sell	31,079 -91	-0.3%	-$10.5K	2.16%	9
2024 Q2	$3.51M	Buy	31,170 +141	+0.5%	+$15.5K	2.18%	9
2024 Q1	$3.43M	Buy	31,029 +599	+2%	+$63.3K	2.56%	8
2023 Q4	$3.13M	Buy	+30,430	New	+$2.93M	2.09%	11

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak & Powell Financial Services's VT Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 0.18% in Q1 2026, buying an estimated $9.06K and bringing the position to 34,670 shares worth $4.8M. The position accounts for 2.58% of the portfolio, ranked #7.

Novak & Powell Financial Services first reported a position in VT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.88M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Novak & Powell Financial Services held 34,670 shares of Vanguard Total World Stock ETF worth $4.8M as of Q1 2026.
Novak & Powell Financial Services bought 63 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $9.06K.
Vanguard Total World Stock ETF made up 2.58% of Novak & Powell Financial Services's portfolio in Q1 2026, its #7 holding.
Novak & Powell Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Total World Stock ETF position peaked at $4.88M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.