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NFP Retirement Inc’s Vanguard Financials ETF VFH Stock Holding History

NFP Retirement Inc’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$890K Buy
6,760
+35
+0.5% +$4.47K 0.05% 156
2026
Q1 		$812K Buy
6,725
+25
+0.4% +$3.19K 0.05% 156
2025
Q4 		$894K Buy
6,700
+28
+0.4% +$3.64K 0.05% 143
2025
Q3 		$876K Sell
6,672
-2
-0% -$259 0.06% 143
2025
Q2 		$850K Buy
6,674
+116
+2% +$13.8K 0.06% 150
2025
Q1 		$783K Buy
6,558
+1
+0% +$122 0.06% 139
2024
Q4 		$774K Sell
6,557
-432
-6% -$51.1K 0.06% 144
2024
Q3 		$768K Sell
6,989
-177
-2% -$18.8K 0.06% 141
2024
Q2 		$716K Buy
7,166
+79
+1% +$7.89K 0.06% 146
2024
Q1 		$726K Sell
7,087
-185
-3% -$17.8K 0.06% 142
2023
Q4 		$671K Sell
7,272
-62
-0.8% -$5.21K 0.11% 124
2023
Q3 		$589K Sell
7,334
-272
-4% -$22.7K 0.11% 133
2023
Q2 		$618K Sell
7,606
-498
-6% -$39.1K 0.12% 133
2023
Q1 		$631K Buy
8,104
+926
+13% +$78.3K 0.13% 134
2022
Q4 		$594K Buy
7,178
+86
+1% +$7.11K 0.13% 129
2022
Q3 		$528K Sell
7,092
-177
-2% -$14.4K 0.13% 135
2022
Q2 		$561K Buy
7,269
+315
+5% +$26.6K 0.14% 123
2022
Q1 		$649K Buy
6,954
+1,397
+25% +$134K 0.15% 108
2021
Q4 		$537K Buy
5,557
+1,595
+40% +$155K 0.19% 83
2021
Q3 		$367K Buy
3,962
+116
+3% +$10.7K 0.15% 97
2021
Q2 		$348K Sell
3,846
-48
-1% -$4.34K 0.13% 100
2021
Q1 		$329K Buy
3,894
+334
+9% +$26.6K 0.14% 98
2020
Q4 		$259K Sell
3,560
-117
-3% -$7.72K 0.16% 102
2020
Q3 		$215K Sell
3,677
-86
-2% -$5.11K 0.14% 102
2020
Q2 		$215K Buy
+3,763
New +$209K 0.16% 95
2020
Q1 		– Sell
-2,833
Closed -$216K – 93
2019
Q4 		$216K Buy
+2,833
New +$207K 0.2% 84

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NFP Retirement Inc's VFH Position: Q2 2026 in Review

NFP Retirement Inc increased its Vanguard Financials ETF (VFH) stake by 0.52% in Q2 2026, buying an estimated $4.47K and bringing the position to 6,760 shares worth $890K. The position accounts for 0.05% of the portfolio, ranked #156.

NFP Retirement Inc first reported a position in VFH in Q4 2019 and has held it in 26 quarters since. The position peaked at $894K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • NFP Retirement Inc held 6,760 shares of Vanguard Financials ETF worth $890K as of Q2 2026.
  • NFP Retirement Inc bought 35 Vanguard Financials ETF shares in Q2 2026, an estimated $4.47K.
  • Vanguard Financials ETF made up 0.05% of NFP Retirement Inc's portfolio in Q2 2026, its #156 holding.
  • NFP Retirement Inc first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Vanguard Financials ETF position peaked at $894K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.