PW Nova Financial Services
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PW Nova Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

PW Nova Financial Services’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.18M Sell
18,212
-2,408
-12% -$717K 1.06% 31
2026
Q2 		$6.25M Sell
20,620
-72
-0.3% -$20.6K 1.34% 21
2026
Q1 		$5.42M Buy
20,692
+352
+2% +$95.3K 1.36% 19
2025
Q4 		$5.32M Buy
+20,340
New +$5.21M 2.01% 16

Other funds holding VB

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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

PW Nova Financial Services's VB Position: Q3 2026 in Review

PW Nova Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q3 2026, selling an estimated $717K and leaving 18,212 shares worth $5.18M. The position accounts for 1.06% of the portfolio, ranked #31.

PW Nova Financial Services first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.25M in Q2 2026. 664 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • PW Nova Financial Services held 18,212 shares of Vanguard Morningstar Small-Cap ETF worth $5.18M as of Q3 2026.
  • PW Nova Financial Services sold 2,408 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $717K.
  • Vanguard Morningstar Small-Cap ETF made up 1.06% of PW Nova Financial Services's portfolio in Q3 2026, its #31 holding.
  • PW Nova Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $6.25M in Q2 2026.
  • 664 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.