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Retirement Planning Company of New England’s Vanguard Information Technology ETF VGT Stock Holding History

Retirement Planning Company of New England’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Sell
15,461
-651
-4% -$71.3K 0.66% 39
2026
Q1 		$1.41M Buy
16,112
+48
+0.3% +$4.42K 0.57% 45
2025
Q4 		$1.51M Sell
16,064
-336
-2% -$31.9K 0.61% 40
2025
Q3 		$1.53M Buy
16,400
+32
+0.2% +$2.8K 0.62% 39
2025
Q2 		$1.36M Buy
16,368
+48
+0.3% +$3.49K 0.6% 41
2025
Q1 		$1.11M Hold
16,320
– – 0.55% 48
2024
Q4 		$1.27M Buy
16,320
+24
+0.1% +$1.84K 0.62% 39
2024
Q3 		$1.19M Buy
16,296
+152
+0.9% +$10.8K 0.59% 45
2024
Q2 		$1.16M Buy
16,144
+120
+0.7% +$7.98K 0.63% 41
2024
Q1 		$1.05M Sell
16,024
-144
-0.9% -$9.13K 0.58% 49
2023
Q4 		$978K Buy
16,168
+2,456
+18% +$137K 0.44% 68
2023
Q3 		$711K Sell
13,712
-5,224
-28% -$284K 0.4% 78
2023
Q2 		$1.05M Sell
18,936
-8
-0% -$402 0.6% 50
2023
Q1 		$913K Sell
18,944
-176
-0.9% -$7.78K 0.55% 59
2022
Q4 		$763K Sell
19,120
-104
-0.5% -$4.24K 0.5% 67
2022
Q3 		$738K Buy
19,224
+24
+0.1% +$1.05K 0.53% 59
2022
Q2 		$783K Buy
19,200
+376
+2% +$16.9K 0.53% 62
2022
Q1 		$980K Buy
18,824
+248
+1% +$12.7K 0.55% 54
2021
Q4 		$1.06M Buy
+18,576
New +$1.02M 0.52% 46

Other funds holding VGT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CC
Copos Capital Luxembourg $740M AUM

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

Retirement Planning Company of New England reduced its Vanguard Information Technology ETF (VGT) stake by 4% in Q2 2026, selling an estimated $71.3K and leaving 15,461 shares worth $1.85M. The position accounts for 0.66% of the portfolio, ranked #39.

Retirement Planning Company of New England first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. 1,825 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Retirement Planning Company of New England held 15,461 shares of Vanguard Information Technology ETF worth $1.85M as of Q2 2026.
  • Retirement Planning Company of New England sold 651 Vanguard Information Technology ETF shares in Q2 2026, an estimated $71.3K.
  • Vanguard Information Technology ETF made up 0.66% of Retirement Planning Company of New England's portfolio in Q2 2026, its #39 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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