PW Nova Financial Services
VOO icon

PW Nova Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

PW Nova Financial Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.15M Sell
1,639
-113
-6% -$78.9K 0.23% 89
2026
Q2 		$1.2M Sell
1,752
-284
-14% -$189K 0.26% 80
2026
Q1 		$1.22M Buy
2,036
+1,495
+276% +$935K 0.31% 80
2025
Q4 		$340K Buy
+541
New +$336K 0.13% 90

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

PW Nova Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q3 2026, selling an estimated $78.9K and leaving 1,639 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #89.

PW Nova Financial Services first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • PW Nova Financial Services held 1,639 shares of Vanguard S&P 500 ETF worth $1.15M as of Q3 2026.
  • PW Nova Financial Services sold 113 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $78.9K.
  • Vanguard S&P 500 ETF made up 0.23% of PW Nova Financial Services's portfolio in Q3 2026, its #89 holding.
  • PW Nova Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Vanguard S&P 500 ETF position peaked at $1.22M in Q1 2026.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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