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Retirement Planning Company of New England’s Vanguard Health Care ETF VHT Stock Holding History

Retirement Planning Company of New England’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$936K Sell
3,132
-16
-0.5% -$4.45K 0.34% 79
2026
Q1 		$857K Buy
3,148
+15
+0.5% +$4.29K 0.35% 87
2025
Q4 		$902K Sell
3,133
-120
-4% -$33.5K 0.36% 78
2025
Q3 		$845K Sell
3,253
-9
-0.3% -$2.26K 0.34% 87
2025
Q2 		$810K Sell
3,262
-36
-1% -$8.9K 0.36% 80
2025
Q1 		$873K Sell
3,298
-133
-4% -$35.4K 0.43% 63
2024
Q4 		$870K Sell
3,431
-2
-0.1% -$539 0.42% 61
2024
Q3 		$969K Sell
3,433
-13
-0.4% -$3.61K 0.48% 58
2024
Q2 		$917K Sell
3,446
-60
-2% -$15.7K 0.5% 55
2024
Q1 		$948K Sell
3,506
-76
-2% -$20K 0.52% 55
2023
Q4 		$898K Buy
3,582
+169
+5% +$40K 0.4% 75
2023
Q3 		$802K Sell
3,413
-951
-22% -$232K 0.45% 70
2023
Q2 		$1.07M Buy
4,364
+126
+3% +$30.7K 0.62% 48
2023
Q1 		$1.01M Buy
4,238
+1
+0% +$241 0.61% 48
2022
Q4 		$1.05M Sell
4,237
-35
-0.8% -$8.49K 0.69% 44
2022
Q3 		$955K Buy
4,272
+32
+0.8% +$7.64K 0.69% 40
2022
Q2 		$998K Sell
4,240
-52
-1% -$12.5K 0.68% 42
2022
Q1 		$1.09M Buy
4,292
+13
+0.3% +$3.21K 0.62% 47
2021
Q4 		$1.14M Buy
+4,279
New +$1.09M 0.55% 40

Other funds holding VHT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Retirement Planning Company of New England reduced its Vanguard Health Care ETF (VHT) stake by 0.51% in Q2 2026, selling an estimated $4.45K and leaving 3,132 shares worth $936K. The position accounts for 0.34% of the portfolio, ranked #79.

Retirement Planning Company of New England first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2021. 796 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Retirement Planning Company of New England held 3,132 shares of Vanguard Health Care ETF worth $936K as of Q2 2026.
  • Retirement Planning Company of New England sold 16 Vanguard Health Care ETF shares in Q2 2026, an estimated $4.45K.
  • Vanguard Health Care ETF made up 0.34% of Retirement Planning Company of New England's portfolio in Q2 2026, its #79 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Vanguard Health Care ETF position peaked at $1.14M in Q4 2021.
  • 796 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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