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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
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

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VA
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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PW Nova Financial Services's VTIP Position: Q2 2026 in Review

PW Nova Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.9% in Q2 2026, buying an estimated $34.3K and bringing the position to 18,135 shares worth $911K. The position accounts for 0.2% of the portfolio, ranked #102.

PW Nova Financial Services first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • PW Nova Financial Services held 18,135 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $911K as of Q2 2026.
  • PW Nova Financial Services bought 683 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $34.3K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.2% of PW Nova Financial Services's portfolio in Q2 2026, its #102 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 3 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.