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
Q2 		$1.18M Sell
3,267
-12
-0.4% -$4.07K 0.06% 131
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 $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

NFP Retirement Inc reduced its Vanguard Industrials ETF (VIS) stake by 0.37% in Q2 2026, selling an estimated $4.07K and leaving 3,267 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #131.

NFP Retirement Inc first reported a position in VIS in Q4 2019 and has held it in 26 quarters since. 621 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • NFP Retirement Inc held 3,267 shares of Vanguard Industrials ETF worth $1.18M as of Q2 2026.
  • NFP Retirement Inc sold 12 Vanguard Industrials ETF shares in Q2 2026, an estimated $4.07K.
  • Vanguard Industrials ETF made up 0.06% of NFP Retirement Inc's portfolio in Q2 2026, its #131 holding.
  • NFP Retirement Inc first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 26 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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