NRI
VIS icon

NFP Retirement Inc’s Vanguard Industrials ETF VIS Stock Holding History

NFP Retirement Inc’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
3,279
+8
+0.2% +$2.6K 0.06% 136
2025
Q4 		$976K Buy
3,271
+41
+1% +$12.2K 0.06% 136
2025
Q3 		$957K Sell
3,230
-38
-1% -$11K 0.06% 135
2025
Q2 		$915K Buy
3,268
+30
+0.9% +$7.75K 0.06% 144
2025
Q1 		$802K Sell
3,238
-17
-0.5% -$4.4K 0.06% 138
2024
Q4 		$828K Sell
3,255
-75
-2% -$20K 0.07% 139
2024
Q3 		$865K Sell
3,330
-45
-1% -$11K 0.07% 131
2024
Q2 		$793K Buy
3,375
+24
+0.7% +$5.72K 0.07% 139
2024
Q1 		$818K Sell
3,351
-291
-8% -$66.1K 0.07% 132
2023
Q4 		$802K Buy
3,642
+38
+1% +$7.66K 0.14% 108
2023
Q3 		$703K Sell
3,604
-142
-4% -$29.1K 0.13% 114
2023
Q2 		$770K Sell
3,746
-60
-2% -$11.5K 0.14% 108
2023
Q1 		$725K Buy
3,806
+87
+2% +$16.5K 0.14% 118
2022
Q4 		$680K Buy
3,719
+72
+2% +$12.9K 0.15% 119
2022
Q3 		$574K Buy
3,647
+289
+9% +$50.3K 0.14% 123
2022
Q2 		$548K Buy
3,358
+178
+6% +$31.5K 0.14% 125
2022
Q1 		$618K Buy
3,180
+189
+6% +$36.3K 0.15% 116
2021
Q4 		$607K Buy
2,991
+576
+24% +$115K 0.22% 72
2021
Q3 		$454K Buy
2,415
+187
+8% +$36.7K 0.19% 87
2021
Q2 		$438K Buy
2,228
+15
+0.7% +$2.95K 0.17% 88
2021
Q1 		$419K Buy
2,213
+77
+4% +$13.7K 0.18% 82
2020
Q4 		$363K Buy
2,136
+50
+2% +$8K 0.22% 80
2020
Q3 		$302K Buy
2,086
+74
+4% +$10.4K 0.2% 80
2020
Q2 		$261K Buy
+2,012
New +$246K 0.19% 82
2020
Q1 		– Sell
-1,466
Closed -$226K – 94
2019
Q4 		$226K Buy
+1,466
New +$221K 0.21% 81

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

NFP Retirement Inc's VIS Position: Q1 2026 in Review

NFP Retirement Inc increased its Vanguard Industrials ETF (VIS) stake by 0.24% in Q1 2026, buying an estimated $2.6K and bringing the position to 3,279 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #136.

NFP Retirement Inc first reported a position in VIS in Q4 2019 and has held it in 25 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • NFP Retirement Inc held 3,279 shares of Vanguard Industrials ETF worth $1.02M as of Q1 2026.
  • NFP Retirement Inc bought 8 Vanguard Industrials ETF shares in Q1 2026, an estimated $2.6K.
  • Vanguard Industrials ETF made up 0.06% of NFP Retirement Inc's portfolio in Q1 2026, its #136 holding.
  • NFP Retirement Inc first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 25 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.