NRI
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NFP Retirement Inc’s Vanguard 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
2025
Q3 		– Hold
0
– -$60.8K – 323
2025
Q2 		– Hold
0
– – – 295

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

NFP Retirement Inc increased its Vanguard Total Stock Market ETF (VTI) stake by 0.97% in Q1 2026, buying an estimated $8.39K and bringing the position to 2,615 shares worth $839K. The position accounts for 0.05% of the portfolio, ranked #154.

NFP Retirement Inc first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.05M in Q2 2020. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • NFP Retirement Inc held 2,615 shares of Vanguard Total Stock Market ETF worth $839K as of Q1 2026.
  • NFP Retirement Inc bought 25 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $8.39K.
  • Vanguard Total Stock Market ETF made up 0.05% of NFP Retirement Inc's portfolio in Q1 2026, its #154 holding.
  • NFP Retirement Inc first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Vanguard Total Stock Market ETF position peaked at $5.05M in Q2 2020.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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