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

NFP Retirement Inc’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
1,135
+31
+3% +$6.49K 0.01% 280
2025
Q4 		$226K Buy
1,104
+5
+0.5% +$1.01K 0.01% 276
2025
Q3 		$219K Buy
+1,099
New +$213K 0.01% 281

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NFP Retirement Inc increased its Vanguard S&P 500 Value ETF (VOOV) stake by 2.8% in Q1 2026, buying an estimated $6.49K and bringing the position to 1,135 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #280.

NFP Retirement Inc first reported a position in VOOV in Q3 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • NFP Retirement Inc held 1,135 shares of Vanguard S&P 500 Value ETF worth $231K as of Q1 2026.
  • NFP Retirement Inc bought 31 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $6.49K.
  • Vanguard S&P 500 Value ETF made up 0.01% of NFP Retirement Inc's portfolio in Q1 2026, its #280 holding.
  • NFP Retirement Inc first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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