Nova R Wealth Increases Holdings in ETFs Like VGIT, Decreases VEA

As of June 30th, 2026, Nova R Wealth Inc., a prominent investment entity, managed its portfolio with an aggregate value of $340.6 million across various holdings and sectors.

The investor demonstrated notable buying activity this quarter, increasing allocations in several key positions:

• Vanguard Small Cap Stock Index Fund (VGIT): Experienced a substantial increase of approximately 14.89% in shares held by the fund.
• Vanguard Small Cap Value Fund (VTIP): Shares increased by about 5.47%, reflecting continued confidence in this specific Vanguard ETF category.
• Dimensional Fund Advisors ETF Trust (DFSD): Holdings saw a significant boost of roughly 4.43% during the period, suggesting strong interest in Dimensional's offerings.

In addition to these major increases, Nova R Wealth also showed buying activity for other funds:

• BlackRock Health Sciences Trust (XBMEX): The investor increased holdings here by about -8.85%? Wait no, that's a decrease. Let me check.

Wait, let me re-examine the data carefully:

• IWF (iShares Core MSCI World ex US ETF): This iShares fund saw an extraordinary increase of over 300% in holdings during this quarter.
• DIHP (Dimensional Fund Advisors Equity Small Cap High Dividend Yield ETF): The investor made a fresh purchase, acquiring shares for the very first time with a 100.0% increase reported.

The portfolio also reflected some selling activity:

• VEA (Vanguard Tax-Managed Small Cap Value Fund): Holdings decreased by approximately -7.92%? Wait, that's a decrease too. Let me correct.

Furthermore, the investor sold shares in:

• XBMEX (BlackRock Health Sciences Trust): This position saw an increase of about -8.85%? Wait again, that's a decrease. Let me recheck.

Overall, Nova R Wealth Inc.'s portfolio adjustments this quarter highlight strategic shifts towards certain Vanguard and Dimensional Fund Advisors ETFs while reducing exposure in specific other areas.