PW Nova Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

PW Nova Financial Services’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$893K	Buy	18,149 +14	+0.1%	+$694	0.18%	105
2026 Q2	$911K	Buy	18,135 +683	+4%	+$34.3K	0.2%	102
2026 Q1	$872K	Buy	17,452 +1,156	+7%	+$57.5K	0.22%	100
2025 Q4	$806K	Buy	+16,296	New	+$815K	0.31%	63

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

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

PW Nova Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.08% in Q3 2026, buying an estimated $694 and bringing the position to 18,149 shares worth $893K. The position accounts for 0.18% of the portfolio, ranked #105.

PW Nova Financial Services first reported a position in VTIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $911K in Q2 2026. 243 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

PW Nova Financial Services held 18,149 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $893K as of Q3 2026.
PW Nova Financial Services bought 14 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $694.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.18% of PW Nova Financial Services's portfolio in Q3 2026, its #105 holding.
PW Nova Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 4 quarters since.
PW Nova Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $911K in Q2 2026.
243 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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