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PW Nova Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

PW Nova Financial Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$863K Buy
+2,689
New +$902K 0.22% 102

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RIM
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VGA
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VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PW Nova Financial Services's VTI Position: Q1 2026 in Review

PW Nova Financial Services opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2026: 2,689 shares worth $863K. The stake represents 0.22% of the portfolio and ranks #102 among its holdings.

3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • PW Nova Financial Services held 2,689 shares of Vanguard Total Stock Market ETF worth $863K as of Q1 2026.
  • Vanguard Total Stock Market ETF was a new PW Nova Financial Services position in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.22% of PW Nova Financial Services's portfolio in Q1 2026, its #102 holding.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.