VGIT VANGUARD SCOTTSDALE FDS

Ownership history in Nova R Wealth, Inc.  ·  15 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported VANGUARD SCOTTSDALE FDS (VGIT) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 13.64% in 2025 Q3. The latest visible filing shows VGIT at 13.36% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGIT 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 SCOTTSDALE 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 Q4

VGIT was reported at 13.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.64% 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
2023 Q3 to 2025 Q4

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 VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 611,475 +75,489 +14.1% 13.36% $36.6M 2026-02-14 (Est.) $60.22
2025 Q3 ADDED 535,986 +220,745 +70.0% 13.64% $32.2M 2025-10-23 $59.47
2025 Q2 ADDED 315,241 +6,579 +2.1% 8.77% $18.9M 2025-07-17 $57.63
2025 Q1 REDUCED 308,662 -49,007 -13.7% 9.08% $18.3M 2025-04-23 $57.11
2024 Q4 ADDED 357,669 +14,350 +4.2% 10.46% $20.7M 2025-01-30 $55.83
2024 Q3 ADDED 343,319 +2,688 +0.8% 10.21% $20.7M 2024-10-15 $56.40
2024 Q2 ADDED 340,631 +14,459 +4.4% 10.22% $19.8M 2024-07-18 $55.23
2024 Q1 ADDED 326,172 +26,101 +8.7% 9.97% $19.1M 2024-04-12 $53.53
2023 Q4 REDUCED 300,071 -10,081 -3.3% 11.21% $17.8M 2024-01-19 $54.28
2023 Q3 ADDED 310,152 +33,198 +12.0% 12.24% $17.7M 2023-10-19 $51.39
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Nova R Wealth, Inc. and VGIT

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 VGIT?

Nova R Wealth, Inc. reported VGIT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for VGIT was 13.64% in 2025 Q3.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when Nova R Wealth, Inc. reported 611,475 shares, equal to 13.36% of portfolio, with an estimated market value of $36.6M.

What does the chart on this VGIT ownership page compare?

The chart compares Nova R Wealth, Inc.'s quarterly VGIT 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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