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Retirement Planning Company of New England’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Retirement Planning Company of New England’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.07M Sell
38,051
-529
-1% -$41K 1.1% 17
2026
Q1 		$2.77M Sell
38,580
-212
-0.5% -$15.8K 1.13% 17
2025
Q4 		$2.81M Sell
38,792
-1,076
-3% -$78.3K 1.13% 18
2025
Q3 		$2.93M Sell
39,868
-276
-0.7% -$19.8K 1.18% 16
2025
Q2 		$2.81M Sell
40,144
-568
-1% -$37.3K 1.25% 16
2025
Q1 		$2.63M Sell
40,712
-940
-2% -$63.1K 1.31% 16
2024
Q4 		$2.75M Sell
41,652
-376
-0.9% -$25.5K 1.33% 14
2024
Q3 		$2.77M Buy
42,028
+424
+1% +$26.6K 1.38% 14
2024
Q2 		$2.52M Buy
41,604
+1,632
+4% +$99.2K 1.37% 14
2024
Q1 		$2.5M Sell
39,972
-40,700
-50% -$2.41M 1.37% 13
2023
Q4 		$4.69M Buy
80,672
+756
+0.9% +$40.4K 2.11% 5
2023
Q3 		$4.16M Buy
79,916
+35,220
+79% +$1.93M 2.32% 4
2023
Q2 		$2.46M Sell
44,696
-352
-0.8% -$18.5K 1.42% 11
2023
Q1 		$2.38M Sell
45,048
-320
-0.7% -$17K 1.44% 8
2022
Q4 		$2.31M Sell
45,368
-172
-0.4% -$8.76K 1.51% 8
2022
Q3 		$2.14M Buy
45,540
+388
+0.9% +$20.3K 1.55% 9
2022
Q2 		$2.22M Buy
45,152
+1,668
+4% +$90.1K 1.52% 10
2022
Q1 		$2.58M Buy
43,484
+812
+2% +$47.6K 1.46% 11
2021
Q4 		$2.72M Buy
+42,672
New +$2.67M 1.32% 11

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

Retirement Planning Company of New England reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, selling an estimated $41K and leaving 38,051 shares worth $3.07M. The position accounts for 1.1% of the portfolio, ranked #17.

Retirement Planning Company of New England first reported a position in VO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.69M in Q4 2023. 2,008 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Retirement Planning Company of New England held 38,051 shares of Vanguard Morningstar Mid-Cap ETF worth $3.07M as of Q2 2026.
  • Retirement Planning Company of New England sold 529 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #17 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Vanguard Morningstar Mid-Cap ETF position peaked at $4.69M in Q4 2023.
  • 2,008 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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