VDC β€” VANGUARD CONSUMER STAPLES ETF

Ownership history in Nova Wealth Management, Inc.  Β·  5 quarters on record

AI Ownership Summary

Nova Wealth Management, Inc. reported VANGUARD CONSUMER STAPLES ETF (VDC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q2. The latest visible filing shows VDC at 0.36% 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.

What this VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova Wealth Management, Inc.'s position in VANGUARD CONSUMER STAPLES ETF, 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
2026 Q1

VDC was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Wealth Management, Inc. held VDC β€” position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,491 +147 +6.3% 0.36% $559K 2026-04-14 $223.95
2025 Q4 REDUCED 2,344 -385 -14.1% 0.34% $495K 2026-01-14 $222.11
2025 Q3 REDUCED 2,729 -41 -1.5% 0.41% $583K 2025-10-07 $210.70
2025 Q2 ADDED 2,770 +565 +25.6% 0.45% $607K 2025-07-07 $218.35
2025 Q1 INITIATED 2,205 β€” β€” 0.40% $466K 2025-05-29 $217.39

FAQ About Nova Wealth Management, Inc. and VDC

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

How long has Nova Wealth Management, Inc. reported owning VDC?

Nova Wealth Management, Inc. reported VDC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for VDC was 0.45% in 2025 Q2.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2026 Q1, when Nova Wealth Management, Inc. reported 2,491 shares, equal to 0.36% of portfolio, with an estimated market value of $559K.

What does the chart on this VDC ownership page compare?

The chart compares Nova Wealth Management, Inc.'s quarterly VDC 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.

← Back to Nova Wealth Management, Inc. Holdings