Retirement Planning Company of New England’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	1,844 -3	-0.2%	-$2K	0.46%	62
2026 Q1	$1.1M	Buy	1,847 +5	+0.3%	+$3.13K	0.45%	64
2025 Q4	$1.15M	Buy	1,842 +4	+0.2%	+$2.49K	0.46%	59
2025 Q3	$1.13M	Sell	1,838 -3	-0.2%	-$1.77K	0.45%	60
2025 Q2	$1.05M	Sell	1,841 -10	-0.5%	-$5.26K	0.47%	59
2025 Q1	$951K	Sell	1,851 -1	-0.1%	-$541	0.47%	58
2024 Q4	$998K	Sell	1,852 -5	-0.3%	-$2.71K	0.48%	55
2024 Q3	$980K	Buy	1,857 +187	+11%	+$95.1K	0.49%	56
2024 Q2	$835K	Sell	1,670 -53	-3%	-$25.5K	0.45%	65
2024 Q1	$828K	Sell	1,723 -66	-4%	-$30.2K	0.45%	71
2023 Q4	$781K	Buy	1,789 +310	+21%	+$127K	0.35%	85
2023 Q3	$581K	Sell	1,479 -1,720	-54%	-$703K	0.32%	96
2023 Q2	$1.3M	Buy	3,199 +13	+0.4%	+$5.01K	0.75%	35
2023 Q1	$1.2M	Buy	3,186 +165	+5%	+$60.5K	0.73%	39
2022 Q4	$1.06M	Buy	3,021 +17	+0.6%	+$6.01K	0.69%	42
2022 Q3	$986K	Buy	3,004 +354	+13%	+$129K	0.71%	38
2022 Q2	$919K	Buy	2,650 +10	+0.4%	+$3.77K	0.63%	49
2022 Q1	$1.1M	Buy	2,640 +204	+8%	+$83.5K	0.62%	46
2021 Q4	$1.06M	Buy	+2,436	New	+$1.03M	0.52%	47

Other funds holding VOO

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Retirement Planning Company of New England reduced its Vanguard S&P 500 ETF (VOO) stake by 0.16% in Q2 2026, selling an estimated $2K and leaving 1,844 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #62.

Retirement Planning Company of New England first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2023. 3,162 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Retirement Planning Company of New England held 1,844 shares of Vanguard S&P 500 ETF worth $1.27M as of Q2 2026.
Retirement Planning Company of New England sold 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.46% of Retirement Planning Company of New England's portfolio in Q2 2026, its #62 holding.
Retirement Planning Company of New England first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Retirement Planning Company of New England's Vanguard S&P 500 ETF position peaked at $1.3M in Q2 2023.
3,162 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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