Nova R Wealth, Inc. VGIT holdings history
VANGUARD INTERMEDIATE-TERM T · CUSIP 92206C706 · CIK 1729457
As of 2026-06-30, Nova R Wealth, Inc. reported 777.54K VGIT (shares), valued at $45.86M, or 13.38% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 14.89%; reported value increased 13.79%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.38% | 777,537 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 12.86% | 676,743 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 13.36% | 611,475 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 13.64% | 535,986 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 8.77% | 315,241 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 9.08% | 308,662 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 10.46% | 357,669 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 10.21% | 343,319 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 10.22% | 340,631 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 9.97% | 326,172 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 11.21% | 300,071 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 12.24% | 310,152 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 12.24% | 310,152 | $17.73M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 11.21% | 300,071 | $17.80M | Shares decreased 3.25%; reported value increased 0.42%, and weight changed -1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 9.97% | 326,172 | $19.10M | Shares increased 8.70%; reported value increased 7.29%, and weight changed -1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 10.22% | 340,631 | $19.83M | Shares increased 4.43%; reported value increased 3.86%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 10.21% | 343,319 | $20.74M | Shares increased 0.79%; reported value increased 4.58%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 10.46% | 357,669 | $20.74M | Shares increased 4.18%; reported value increased 0.01%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 9.08% | 308,662 | $18.33M | Shares decreased 13.70%; reported value decreased 11.62%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 8.77% | 315,241 | $18.85M | Shares increased 2.13%; reported value increased 2.84%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 13.64% | 535,986 | $32.18M | Shares increased 70.02%; reported value increased 70.65%, and weight changed +4.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 13.36% | 611,475 | $36.65M | Shares increased 14.08%; reported value increased 13.89%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 12.86% | 676,743 | $40.30M | Shares increased 10.67%; reported value increased 9.97%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 13.38% | 777,537 | $45.86M | Shares increased 14.89%; reported value increased 13.79%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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