Retirement Planning Company of New England’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Retirement Planning Company of New England’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Sell	988 -24	-2%	-$5.51K	0.08%	238
2026 Q1	$218K	Buy	1,012 +2	+0.2%	+$446	0.09%	229
2025 Q4	$222K	Buy	+1,010	New	+$221K	0.09%	234
2022 Q1	–	Sell	-1,140	Closed	-$195K	–	861
2021 Q4	$195K	Buy	+1,140	New	+$188K	0.09%	218

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Retirement Planning Company of New England reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $5.51K and leaving 988 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #238.

Retirement Planning Company of New England first reported a position in VIG in Q4 2021 and has held it in 4 quarters since. 2,130 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Retirement Planning Company of New England held 988 shares of Vanguard Dividend Appreciation ETF worth $234K as of Q2 2026.
Retirement Planning Company of New England sold 24 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.51K.
Vanguard Dividend Appreciation ETF made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #238 holding.
Retirement Planning Company of New England first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 4 quarters since.
2,130 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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