PW Nova Financial Services
VIG icon

PW Nova Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

PW Nova Financial Services’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.39M Buy
31,691
+986
+3% +$237K 1.51% 15
2026
Q2 		$7.27M Sell
30,705
-121
-0.4% -$27.8K 1.56% 13
2026
Q1 		$6.63M Buy
30,826
+152
+0.5% +$33.9K 1.66% 11
2025
Q4 		$6.77M Buy
+30,674
New +$6.7M 2.56% 11

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SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

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

PW Nova Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q3 2026, buying an estimated $237K and bringing the position to 31,691 shares worth $7.39M. The position accounts for 1.51% of the portfolio, ranked #15.

PW Nova Financial Services first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. 1,224 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • PW Nova Financial Services held 31,691 shares of Vanguard Dividend Appreciation ETF worth $7.39M as of Q3 2026.
  • PW Nova Financial Services bought 986 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $237K.
  • Vanguard Dividend Appreciation ETF made up 1.51% of PW Nova Financial Services's portfolio in Q3 2026, its #15 holding.
  • PW Nova Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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