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NFP Retirement Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

NFP Retirement Inc’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Buy
21,685
+470
+2% +$313K 0.82% 31
2026
Q1 		$12.7M Sell
21,215
-157
-0.7% -$98.2K 0.76% 32
2025
Q4 		$13.4M Sell
21,372
-1,097
-5% -$682K 0.81% 29
2025
Q3 		$13.8M Buy
22,469
+689
+3% +$406K 0.88% 27
2025
Q2 		$12.4M Buy
21,780
+1,255
+6% +$660K 0.82% 30
2025
Q1 		$10.5M Buy
20,525
+1,467
+8% +$793K 0.84% 27
2024
Q4 		$10.3M Buy
19,058
+404
+2% +$219K 0.81% 27
2024
Q3 		$9.84M Buy
18,654
+822
+5% +$418K 0.8% 25
2024
Q2 		$8.92M Sell
17,832
-816
-4% -$393K 0.75% 26
2024
Q1 		$8.97M Sell
18,648
-187
-1% -$85.6K 0.77% 26
2023
Q4 		$8.23M Buy
18,835
+799
+4% +$327K 1.39% 19
2023
Q3 		$7.08M Sell
18,036
-1,054
-6% -$431K 1.35% 19
2023
Q2 		$7.78M Buy
19,090
+2,074
+12% +$800K 1.45% 16
2023
Q1 		$6.4M Buy
17,016
+1,541
+10% +$565K 1.27% 18
2022
Q4 		$5.44M Sell
15,475
-15,599
-50% -$5.51M 1.19% 20
2022
Q3 		$10.2M Sell
31,074
-1,501
-5% -$548K 2.51% 6
2022
Q2 		$11.3M Sell
32,575
-382
-1% -$144K 2.86% 6
2022
Q1 		$13.7M Buy
32,957
+1,526
+5% +$625K 3.24% 4
2021
Q4 		$13.7M Sell
31,431
-98
-0.3% -$41.4K 4.91% 4
2021
Q3 		$12.4M Buy
31,529
+284
+0.9% +$115K 5.07% 4
2021
Q2 		$12.3M Buy
31,245
+614
+2% +$236K 4.75% 4
2021
Q1 		$11.2M Buy
30,631
+3,786
+14% +$1.34M 4.85% 4
2020
Q4 		$9.23M Buy
26,845
+6,303
+31% +$2.05M 5.7% 2
2020
Q3 		$6.32M Buy
20,542
+11,421
+125% +$3.48M 4.17% 5
2020
Q2 		$2.59M Sell
9,121
-3
-0% -$807 1.89% 11
2020
Q1 		$2.16M Buy
9,124
+869
+11% +$243K 2.11% 11
2019
Q4 		$2.44M Buy
+8,255
New +$2.34M 2.27% 11

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

NFP Retirement Inc increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, buying an estimated $313K and bringing the position to 21,685 shares worth $14.9M. The position accounts for 0.82% of the portfolio, ranked #31.

NFP Retirement Inc first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • NFP Retirement Inc held 21,685 shares of Vanguard S&P 500 ETF worth $14.9M as of Q2 2026.
  • NFP Retirement Inc bought 470 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $313K.
  • Vanguard S&P 500 ETF made up 0.82% of NFP Retirement Inc's portfolio in Q2 2026, its #31 holding.
  • NFP Retirement Inc first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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