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Retirement Planning Company of New England’s Vanguard Financials ETF VFH Stock Holding History

Retirement Planning Company of New England’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$359K Buy
2,727
+21
+0.8% +$2.68K 0.13% 177
2026
Q1 		$327K Buy
2,706
+6
+0.2% +$765 0.13% 180
2025
Q4 		$360K Sell
2,700
-14
-0.5% -$1.82K 0.14% 164
2025
Q3 		$356K Buy
2,714
+7
+0.3% +$906 0.14% 172
2025
Q2 		$345K Sell
2,707
-3
-0.1% -$358 0.15% 163
2025
Q1 		$324K Sell
2,710
-25
-0.9% -$3.05K 0.16% 161
2024
Q4 		$323K Sell
2,735
-10
-0.4% -$1.18K 0.16% 167
2024
Q3 		$302K Sell
2,745
-69
-2% -$7.31K 0.15% 166
2024
Q2 		$281K Hold
2,814
– – 0.15% 166
2024
Q1 		$288K Buy
2,814
+9
+0.3% +$864 0.16% 173
2023
Q4 		$259K Sell
2,805
-156
-5% -$13.1K 0.12% 183
2023
Q3 		$238K Sell
2,961
-1,409
-32% -$118K 0.13% 167
2023
Q2 		$355K Sell
4,370
-40
-0.9% -$3.14K 0.2% 133
2023
Q1 		$343K Sell
4,410
-53
-1% -$4.48K 0.21% 139
2022
Q4 		$369K Buy
4,463
+3
+0.1% +$248 0.24% 122
2022
Q3 		$332K Buy
4,460
+46
+1% +$3.74K 0.24% 125
2022
Q2 		$340K Sell
4,414
-82
-2% -$6.92K 0.23% 130
2022
Q1 		$419K Buy
4,496
+24
+0.5% +$2.3K 0.24% 129
2021
Q4 		$431K Buy
+4,472
New +$436K 0.21% 131

Other funds holding VFH

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Retirement Planning Company of New England's VFH Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Vanguard Financials ETF (VFH) stake by 0.78% in Q2 2026, buying an estimated $2.68K and bringing the position to 2,727 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #177.

Retirement Planning Company of New England first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $431K in Q4 2021. 572 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Retirement Planning Company of New England held 2,727 shares of Vanguard Financials ETF worth $359K as of Q2 2026.
  • Retirement Planning Company of New England bought 21 Vanguard Financials ETF shares in Q2 2026, an estimated $2.68K.
  • Vanguard Financials ETF made up 0.13% of Retirement Planning Company of New England's portfolio in Q2 2026, its #177 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Vanguard Financials ETF position peaked at $431K in Q4 2021.
  • 572 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.