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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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AssetMark Inc
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
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
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. 3,197 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.
  • 3,197 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.