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NFP Retirement Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

NFP Retirement Inc’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.9M Sell
458,206
-7,030
-2% -$545K 2.02% 11
2026
Q1 		$33.4M Buy
465,236
+31,088
+7% +$2.31M 2% 9
2025
Q4 		$31.5M Buy
434,148
+1,276
+0.3% +$92.8K 1.92% 9
2025
Q3 		$31.8M Buy
432,872
+7,568
+2% +$543K 2.03% 10
2025
Q2 		$29.8M Buy
425,304
+148,952
+54% +$9.78M 1.97% 11
2025
Q1 		$17.9M Sell
276,352
-4,784
-2% -$321K 1.42% 13
2024
Q4 		$18.6M Buy
281,136
+9,804
+4% +$666K 1.47% 12
2024
Q3 		$17.9M Sell
271,332
-17,980
-6% -$1.13M 1.45% 13
2024
Q2 		$17.5M Buy
289,312
+10,008
+4% +$608K 1.47% 12
2024
Q1 		$17.4M Buy
279,304
+20,200
+8% +$1.19M 1.5% 12
2023
Q4 		$15.1M Buy
259,104
+19,080
+8% +$1.02M 2.55% 9
2023
Q3 		$12.5M Sell
240,024
-26,892
-10% -$1.47M 2.39% 9
2023
Q2 		$14.7M Buy
266,916
+18,404
+7% +$965K 2.74% 8
2023
Q1 		$13.1M Buy
248,512
+22,960
+10% +$1.22M 2.61% 8
2022
Q4 		$11.5M Buy
225,552
+92,036
+69% +$4.69M 2.52% 8
2022
Q3 		$6.27M Buy
133,516
+57,660
+76% +$3.01M 1.55% 12
2022
Q2 		$3.74M Buy
75,856
+8,660
+13% +$468K 0.95% 30
2022
Q1 		$4M Buy
67,196
+58,608
+682% +$3.44M 0.95% 30
2021
Q4 		$548K Sell
8,588
-500
-6% -$31.3K 0.2% 80
2021
Q3 		$538K Buy
9,088
+20
+0.2% +$1.21K 0.22% 77
2021
Q2 		$539K Buy
9,068
+724
+9% +$42K 0.21% 78
2021
Q1 		$462K Buy
8,344
+492
+6% +$26.7K 0.2% 77
2020
Q4 		$406K Buy
7,852
+3,260
+71% +$158K 0.25% 72
2020
Q3 		$202K Buy
+4,592
New +$200K 0.13% 107
2020
Q2 		– Sell
-6,092
Closed -$200K – 104
2020
Q1 		$200K Buy
+6,092
New +$252K 0.2% 79

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

NFP Retirement Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $545K and leaving 458,206 shares worth $36.9M. The position accounts for 2.02% of the portfolio, ranked #11.

NFP Retirement Inc first reported a position in VO in Q1 2020 and has held it in 25 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • NFP Retirement Inc held 458,206 shares of Vanguard Morningstar Mid-Cap ETF worth $36.9M as of Q2 2026.
  • NFP Retirement Inc sold 7,030 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $545K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.02% of NFP Retirement Inc's portfolio in Q2 2026, its #11 holding.
  • NFP Retirement Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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