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Retirement Planning Company of New England’s Vanguard Industrials ETF VIS Stock Holding History

Retirement Planning Company of New England’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Sell
1,161
-15
-1% -$5.08K 0.15% 156
2026
Q1 		$367K Buy
1,176
+12
+1% +$3.9K 0.15% 162
2025
Q4 		$347K Sell
1,164
-18
-2% -$5.34K 0.14% 167
2025
Q3 		$350K Sell
1,182
-3
-0.3% -$869 0.14% 175
2025
Q2 		$332K Sell
1,185
-3
-0.3% -$775 0.15% 168
2025
Q1 		$294K Buy
1,188
+4
+0.3% +$1.03K 0.15% 172
2024
Q4 		$301K Buy
1,184
+4
+0.3% +$1.06K 0.15% 172
2024
Q3 		$307K Buy
1,180
+6
+0.5% +$1.47K 0.15% 164
2024
Q2 		$276K Sell
1,174
-19
-2% -$4.53K 0.15% 168
2024
Q1 		$291K Buy
1,193
+22
+2% +$5K 0.16% 171
2023
Q4 		$258K Sell
1,171
-179
-13% -$36.1K 0.12% 184
2023
Q3 		$263K Sell
1,350
-387
-22% -$79.4K 0.15% 152
2023
Q2 		$357K Sell
1,737
-11
-0.6% -$2.1K 0.21% 132
2023
Q1 		$333K Buy
1,748
+8
+0.5% +$1.52K 0.2% 147
2022
Q4 		$318K Buy
1,740
+12
+0.7% +$2.15K 0.21% 148
2022
Q3 		$272K Sell
1,728
-1
-0.1% -$174 0.2% 155
2022
Q2 		$282K Buy
1,729
+9
+0.5% +$1.59K 0.19% 155
2022
Q1 		$334K Buy
1,720
+11
+0.6% +$2.12K 0.19% 152
2021
Q4 		$346K Buy
+1,709
New +$342K 0.17% 143

Other funds holding VIS

LPL Financial
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Retirement Planning Company of New England reduced its Vanguard Industrials ETF (VIS) stake by 1.3% in Q2 2026, selling an estimated $5.08K and leaving 1,161 shares worth $418K. The position accounts for 0.15% of the portfolio, ranked #156.

Retirement Planning Company of New England first reported a position in VIS in Q4 2021 and has held it in 19 quarters since. 415 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Retirement Planning Company of New England held 1,161 shares of Vanguard Industrials ETF worth $418K as of Q2 2026.
  • Retirement Planning Company of New England sold 15 Vanguard Industrials ETF shares in Q2 2026, an estimated $5.08K.
  • Vanguard Industrials ETF made up 0.15% of Retirement Planning Company of New England's portfolio in Q2 2026, its #156 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Industrials ETF in Q4 2021 and has held it in 19 quarters since.
  • 415 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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