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NFP Retirement Inc’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

NFP Retirement Inc’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.2M Buy
339,365
+9,805
+3% +$1.15M 2.23% 7
2025
Q4 		$40.1M Buy
329,560
+19,273
+6% +$2.35M 2.44% 5
2025
Q3 		$37.4M Sell
310,287
-7,656
-2% -$877K 2.39% 7
2025
Q2 		$34.7M Buy
317,943
+524
+0.2% +$51.6K 2.29% 7
2025
Q1 		$29.5M Buy
317,419
+13,851
+5% +$1.41M 2.33% 8
2024
Q4 		$31.4M Sell
303,568
-2,915
-1% -$295K 2.48% 8
2024
Q3 		$29.6M Sell
306,483
-5,014
-2% -$468K 2.39% 9
2024
Q2 		$29.2M Sell
311,497
-1,036
-0.3% -$91.1K 2.45% 8
2024
Q1 		$27.1M Sell
312,533
-28,425
-8% -$2.36M 2.33% 9
2023
Q4 		$26.6M Sell
340,958
-14,186
-4% -$1.03M 4.5% 3
2023
Q3 		$24.3M Buy
355,144
+43,447
+14% +$3.09M 4.64% 2
2023
Q2 		$22.1M Buy
311,697
+30,593
+11% +$2M 4.11% 4
2023
Q1 		$17.7M Buy
281,104
+44,823
+19% +$2.66M 3.52% 5
2022
Q4 		$13M Buy
236,281
+122,028
+107% +$6.9M 2.86% 6
2022
Q3 		$6.19M Buy
114,253
+36,926
+48% +$2.23M 1.53% 13
2022
Q2 		$4.35M Sell
77,327
-8,256
-10% -$510K 1.1% 26
2022
Q1 		$6.11M Buy
85,583
+40,828
+91% +$2.87M 1.45% 19
2021
Q4 		$3.51M Sell
44,755
-2,257
-5% -$172K 1.26% 20
2021
Q3 		$3.31M Sell
47,012
-294
-0.6% -$21.4K 1.35% 19
2021
Q2 		$3.3M Buy
47,306
+2,046
+5% +$136K 1.27% 19
2021
Q1 		$2.83M Buy
45,260
+744
+2% +$46.6K 1.23% 21
2020
Q4 		$2.76M Sell
44,516
-32
-0.1% -$1.87K 1.7% 13
2020
Q3 		$2.48M Buy
44,548
+4,928
+12% +$267K 1.64% 15
2020
Q2 		$1.95M Buy
39,620
+33,664
+565% +$1.53M 1.43% 17
2020
Q1 		$230K Buy
+5,956
New +$264K 0.23% 73

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NFP Retirement Inc increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 3% in Q1 2026, buying an estimated $1.15M and bringing the position to 339,365 shares worth $37.2M. The position accounts for 2.23% of the portfolio, ranked #7.

NFP Retirement Inc first reported a position in VONG in Q1 2020 and has held it in 25 quarters since. The position peaked at $40.1M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • NFP Retirement Inc held 339,365 shares of Vanguard Russell 1000 Growth ETF worth $37.2M as of Q1 2026.
  • NFP Retirement Inc bought 9,805 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.15M.
  • Vanguard Russell 1000 Growth ETF made up 2.23% of NFP Retirement Inc's portfolio in Q1 2026, its #7 holding.
  • NFP Retirement Inc first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • NFP Retirement Inc's Vanguard Russell 1000 Growth ETF position peaked at $40.1M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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