Novak & Powell Financial Services, Inc. VB — VANGUARD SMALL-CAP ETF

Ownership history in Novak & Powell Financial Services, Inc.  ·  6 quarters on record

AI Ownership Summary

Novak & Powell Financial Services, Inc. reported VANGUARD SMALL-CAP ETF (VB) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.74% in 2025 Q4. The latest visible filing shows VB at 0.74% 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 VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Novak & Powell Financial Services, Inc.'s position in VANGUARD SMALL-CAP 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
2025 Q4

VB was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

VB stock page Novak & Powell Financial Services, Inc. fund profile Novak & Powell Financial Services, Inc. full holdings
How Novak & Powell Financial Services, Inc. held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,985 +3,063 +159.4% 0.74% $1.4M 2026-02-14 (Est.) $275.26
2025 Q3 REDUCED — — — 1,922 -28 -1.4% 0.26% $489K 2025-11-14 $247.99
2025 Q1 ADDED — — — 1,950 +567 +41.0% 0.27% $432K 2025-05-15 $229.06
2024 Q3 REDUCED 88.7% +1.6% ❌ 1,383 -10,879 -88.7% 0.19% $328K 2024-11-14 $243.82
2024 Q2 ADDED — — — 12,262 +10,253 +510.4% 0.19% $307K 2024-08-15 $220.67
2023 Q4 INITIATED — — — 2,009 — — 0.28% $427K 2024-02-21 $207.14

🏢 Other funds also holding VB

As of 2026 Q1 — sorted by position size

Brown Financial Advisory 3Y 18.36% Sharp Wealth Advisory, LLC 14.74% Gibraltar Capital Management, Inc. 3Y 7Y 12.63% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.5% BCK Partners, Inc. 3Y 11.59% Koesten, Hirschmann & Crabtree, INC. 3Y 11.19% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.81% MBE Wealth Management, LLC 3Y 10.79% Whelan Financial 3Y 10.5% GOLDEN ROAD ADVISORS LLC 10.48%

FAQ About Novak & Powell Financial Services, Inc. and VB

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

How long has Novak & Powell Financial Services, Inc. reported owning VB?

Novak & Powell Financial Services, Inc. reported VB across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VB position in Novak & Powell Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for VB was 0.74% in 2025 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when Novak & Powell Financial Services, Inc. reported 4,985 shares, equal to 0.74% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VB ownership page compare?

The chart compares Novak & Powell Financial Services, Inc.'s quarterly VB 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.

How well did Novak & Powell Financial Services, Inc. time their VB position?

Based on 13F filing dates vs. subsequent VB price moves, Novak & Powell Financial Services, Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VB relative to SPY over the holding period was -2.8%.

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