PW Nova Financial Services
VGSH icon

PW Nova Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

PW Nova Financial Services’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.44M Buy
111,809
+82,554
+282% +$4.78M 1.31% 19
2026
Q2 		$1.7M Buy
+29,255
New +$1.71M 0.37% 68
2026
Q1 		– Hold
0
– – – 142

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Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

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

PW Nova Financial Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 282% in Q3 2026, buying an estimated $4.78M and bringing the position to 111,809 shares worth $6.44M. The position accounts for 1.31% of the portfolio, ranked #19.

PW Nova Financial Services first reported a position in VGSH in Q2 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • PW Nova Financial Services held 111,809 shares of Vanguard Short-Term Treasury ETF worth $6.44M as of Q3 2026.
  • PW Nova Financial Services bought 82,554 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $4.78M.
  • Vanguard Short-Term Treasury ETF made up 1.31% of PW Nova Financial Services's portfolio in Q3 2026, its #19 holding.
  • PW Nova Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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