NRI
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NFP Retirement Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

NFP Retirement Inc’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Sell
2,282
-333
-13% -$119K 0.05% 161
2026
Q1 		$839K Buy
2,615
+25
+1% +$8.39K 0.05% 154
2025
Q4 		$868K Sell
2,590
-36
-1% -$12K 0.05% 147
2025
Q3 		$862K Sell
2,626
-2,503
-49% -$791K 0.06% 146
2025
Q2 		$1.56M Sell
5,129
-332
-6% -$93.4K 0.1% 109
2025
Q1 		$1.5M Buy
5,461
+366
+7% +$106K 0.12% 93
2024
Q4 		$1.48M Sell
5,095
-295
-5% -$86.1K 0.12% 97
2024
Q3 		$1.53M Sell
5,390
-1,479
-22% -$403K 0.12% 99
2024
Q2 		$1.84M Sell
6,869
-1,190
-15% -$308K 0.15% 86
2024
Q1 		$2.09M Buy
8,059
+4,502
+127% +$1.11M 0.18% 77
2023
Q4 		$844K Hold
3,557
– – 0.14% 106
2023
Q3 		$756K Sell
3,557
-3
-0.1% -$664 0.14% 110
2023
Q2 		$784K Sell
3,560
-112
-3% -$23.4K 0.15% 107
2023
Q1 		$749K Buy
3,672
+108
+3% +$21.6K 0.15% 116
2022
Q4 		$681K Buy
3,564
+123
+4% +$23.7K 0.15% 118
2022
Q3 		$618K Buy
3,441
+1,681
+96% +$335K 0.15% 115
2022
Q2 		$332K Buy
1,760
+343
+24% +$70.5K 0.08% 174
2022
Q1 		$323K Buy
1,417
+152
+12% +$34.2K 0.08% 173
2021
Q4 		$305K Hold
1,265
– – 0.11% 113
2021
Q3 		$281K Hold
1,265
– – 0.11% 107
2021
Q2 		$282K Sell
1,265
-899
-42% -$195K 0.11% 114
2021
Q1 		$447K Sell
2,164
-2,103
-49% -$426K 0.19% 81
2020
Q4 		$831K Sell
4,267
-13,029
-75% -$2.38M 0.51% 45
2020
Q3 		$2.95M Sell
17,296
-14,938
-46% -$2.51M 1.94% 11
2020
Q2 		$5.05M Buy
32,234
+7,566
+31% +$1.12M 3.69% 6
2020
Q1 		$3.18M Buy
24,668
+9,446
+62% +$1.46M 3.11% 8
2019
Q4 		$2.48M Buy
+15,222
New +$2.38M 2.31% 9

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

NFP Retirement Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, selling an estimated $119K and leaving 2,282 shares worth $848K. The position accounts for 0.05% of the portfolio, ranked #161.

NFP Retirement Inc first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.05M in Q2 2020. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • NFP Retirement Inc held 2,282 shares of Vanguard Morningstar Total Stock Market ETF worth $848K as of Q2 2026.
  • NFP Retirement Inc sold 333 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $119K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of NFP Retirement Inc's portfolio in Q2 2026, its #161 holding.
  • NFP Retirement Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $5.05M in Q2 2020.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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