NFP Retirement Inc’s Vanguard Growth ETF VUG Stock Holding History

NFP Retirement Inc’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.78M	Buy	120,636 +756	+0.6%	+$58.8K	0.53%	40
2025 Q4	$9.75M	Sell	119,880 -150	-0.1%	-$12.2K	0.59%	36
2025 Q3	$9.59M	Sell	120,030 -3,246	-3%	-$248K	0.61%	36
2025 Q2	$9.01M	Sell	123,276 -816	-0.7%	-$53.7K	0.6%	40
2025 Q1	$7.67M	Sell	124,092 -11,514	-8%	-$776K	0.61%	32
2024 Q4	$9.28M	Sell	135,606 -2,808	-2%	-$189K	0.73%	28
2024 Q3	$8.86M	Buy	138,414 +1,332	+1%	+$82.6K	0.72%	28
2024 Q2	$8.54M	Sell	137,082 -3,528	-3%	-$206K	0.72%	28
2024 Q1	$8.07M	Sell	140,610 -2,496	-2%	-$137K	0.7%	29
2023 Q4	$7.41M	Sell	143,106 -240	-0.2%	-$11.6K	1.26%	20
2023 Q3	$6.51M	Buy	143,346 +1,212	+0.9%	+$57.2K	1.24%	21
2023 Q2	$6.7M	Buy	142,134 +6,030	+4%	+$261K	1.25%	21
2023 Q1	$5.66M	Sell	136,104 -2,160	-2%	-$84K	1.13%	22
2022 Q4	$4.91M	Buy	138,264 +3,858	+3%	+$142K	1.08%	23
2022 Q3	$4.79M	Sell	134,406 -7,386	-5%	-$297K	1.18%	27
2022 Q2	$5.27M	Sell	141,792 -570	-0.4%	-$23.4K	1.34%	20
2022 Q1	$6.82M	Buy	+142,362	New	+$6.73M	1.62%	11

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

NFP Retirement Inc increased its Vanguard Growth ETF (VUG) stake by 0.63% in Q1 2026, buying an estimated $58.8K and bringing the position to 120,636 shares worth $8.78M. The position accounts for 0.53% of the portfolio, ranked #40.

NFP Retirement Inc first reported a position in VUG in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.75M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

NFP Retirement Inc held 120,636 shares of Vanguard Growth ETF worth $8.78M as of Q1 2026.
NFP Retirement Inc bought 756 Vanguard Growth ETF shares in Q1 2026, an estimated $58.8K.
Vanguard Growth ETF made up 0.53% of NFP Retirement Inc's portfolio in Q1 2026, its #40 holding.
NFP Retirement Inc first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's Vanguard Growth ETF position peaked at $9.75M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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