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New England Professional Planning Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

New England Professional Planning Group’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 		$1.04M Hold
2,804
– – 0.39% 10
2026
Q1 		$900K Hold
2,804
– – 0.38% 12
2025
Q4 		$940K Hold
2,804
– – 0.39% 12
2025
Q3 		$920K Hold
2,804
– – 0.42% 12
2025
Q2 		$852K Hold
2,804
– – 0.39% 12
2025
Q1 		$771K Hold
2,804
– – 0.38% 12
2024
Q4 		$813K Hold
2,804
– – 0.4% 14
2024
Q3 		$794K Hold
2,804
– – 0.39% 12
2024
Q2 		$750K Hold
2,804
– – 0.39% 11
2024
Q1 		$729K Hold
2,804
– – 0.38% 12
2023
Q4 		$665K Hold
2,804
– – 0.38% 11
2023
Q3 		$596K Hold
2,804
– – 0.37% 12
2023
Q2 		$618K Buy
2,804
+578
+26% +$121K 0.36% 13
2023
Q1 		$452K Hold
2,226
– – 0.27% 17
2022
Q4 		$426K Hold
2,226
– – 0.24% 18
2022
Q3 		$400K Hold
2,226
– – 0.28% 18
2022
Q2 		$420K Hold
2,226
– – 0.29% 16
2022
Q1 		$509K Hold
2,226
– – 0.3% 16
2021
Q4 		$523K Hold
2,226
– – 0.32% 14
2021
Q3 		$527K Hold
2,226
– – 0.31% 17
2021
Q2 		$511K Hold
2,226
– – 0.31% 17
2021
Q1 		$483K Hold
2,226
– – 0.3% 18
2020
Q4 		$433K Hold
2,226
– – 0.31% 18
2020
Q3 		$399K Hold
2,226
– – 0.32% 16
2020
Q2 		$379K Sell
2,226
-24
-1% -$3.54K 0.29% 25
2020
Q1 		$320K Buy
2,250
+24
+1% +$3.71K 0.3% 27
2019
Q4 		$364K Buy
+2,226
New +$349K 0.29% 30

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

New England Professional Planning Group's VTI Position: Q2 2026 in Review

New England Professional Planning Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,804 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #10.

New England Professional Planning Group first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 2,277 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • New England Professional Planning Group held 2,804 shares of Vanguard Morningstar Total Stock Market ETF worth $1.04M as of Q2 2026.
  • New England Professional Planning Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.39% of New England Professional Planning Group's portfolio in Q2 2026, its #10 holding.
  • New England Professional Planning Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,277 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.