PW Nova Financial Services
VUG icon

PW Nova Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PW Nova Financial Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.49M Buy
38,723
+2,949
+8% +$258K 0.71% 42
2026
Q2 		$3.08M Sell
35,774
-142
-0.4% -$11.9K 0.66% 41
2026
Q1 		$2.61M Buy
35,916
+624
+2% +$48.5K 0.66% 41
2025
Q4 		$2.86M Buy
+35,292
New +$2.86M 1.08% 26

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

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

PW Nova Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.2% in Q3 2026, buying an estimated $258K and bringing the position to 38,723 shares worth $3.49M. The position accounts for 0.71% of the portfolio, ranked #42.

PW Nova Financial Services first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 1,385 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • PW Nova Financial Services held 38,723 shares of Vanguard Morningstar Growth ETF worth $3.49M as of Q3 2026.
  • PW Nova Financial Services bought 2,949 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $258K.
  • Vanguard Morningstar Growth ETF made up 0.71% of PW Nova Financial Services's portfolio in Q3 2026, its #42 holding.
  • PW Nova Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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