VOO β€” VANGUARD INDEX FDS

Ownership history in Nova R Wealth, Inc.  Β·  3 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported VANGUARD INDEX FDS (VOO) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.15% in 2025 Q3. The latest visible filing shows VOO at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova R Wealth, Inc.'s position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VOO was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nova R Wealth, Inc. held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 575 +194 +50.9% 0.15% $352K 2025-10-23 $615.70
2025 Q2 ADDED 381 +9 +2.4% 0.10% $216K 2025-07-17 $573.91
2024 Q4 INITIATED 372 β€” β€” 0.10% $200K 2025-01-30 $549.54

FAQ About Nova R Wealth, Inc. and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nova R Wealth, Inc. reported owning VOO?

Nova R Wealth, Inc. reported VOO across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VOO position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for VOO was 0.15% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q3, when Nova R Wealth, Inc. reported 575 shares, equal to 0.15% of portfolio, with an estimated market value of $352K.

What does the chart on this VOO ownership page compare?

The chart compares Nova R Wealth, Inc.'s quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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