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

NFP Retirement Inc’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$385K Sell
1,257
-52
-4% -$15K 0.02% 233
2026
Q1 		$337K Buy
1,309
+16
+1% +$4.39K 0.02% 239
2025
Q4 		$361K Buy
1,293
+34
+3% +$9.73K 0.02% 233
2025
Q3 		$370K Buy
1,259
+182
+17% +$52.5K 0.02% 237
2025
Q2 		$306K Buy
1,077
+29
+3% +$7.48K 0.02% 246
2025
Q1 		$256K Buy
1,048
+6
+0.6% +$1.56K 0.02% 243
2024
Q4 		$264K Sell
1,042
-74
-7% -$19K 0.02% 253
2024
Q3 		$272K Sell
1,116
-18
-2% -$4.19K 0.02% 242
2024
Q2 		$260K Buy
1,134
+3
+0.3% +$688 0.02% 241
2024
Q1 		$267K Sell
1,131
-209
-16% -$46.8K 0.02% 237
2023
Q4 		$295K Sell
1,340
-413
-24% -$82.6K 0.05% 190
2023
Q3 		$341K Sell
1,753
-835
-32% -$170K 0.07% 169
2023
Q2 		$533K Sell
2,588
-1,732
-40% -$336K 0.1% 144
2023
Q1 		$842K Sell
4,320
-75
-2% -$14.4K 0.17% 107
2022
Q4 		$790K Buy
4,395
+448
+11% +$81.2K 0.17% 105
2022
Q3 		$673K Sell
3,947
-162
-4% -$30.7K 0.17% 109
2022
Q2 		$721K Buy
4,109
+80
+2% +$15.5K 0.18% 101
2022
Q1 		$898K Buy
4,029
+137
+4% +$30.2K 0.21% 89
2021
Q4 		$991K Buy
3,892
+424
+12% +$107K 0.35% 50
2021
Q3 		$820K Sell
3,468
-51
-1% -$12.3K 0.33% 51
2021
Q2 		$832K Buy
3,519
+695
+25% +$156K 0.32% 56
2021
Q1 		$606K Buy
2,824
+269
+11% +$58.4K 0.26% 62
2020
Q4 		$542K Buy
+2,555
New +$503K 0.33% 60

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

NFP Retirement Inc reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4% in Q2 2026, selling an estimated $15K and leaving 1,257 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #233.

NFP Retirement Inc first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $991K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • NFP Retirement Inc held 1,257 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $385K as of Q2 2026.
  • NFP Retirement Inc sold 52 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $15K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #233 holding.
  • NFP Retirement Inc first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • NFP Retirement Inc's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $991K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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