RPCONE
VPU

Retirement Planning Company of New England’s Vanguard Utilities ETF VPU Stock Holding History

Retirement Planning Company of New England’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
1,664
-5
-0.3% -$981 0.12% 189
2026
Q1 		$331K Sell
1,669
-3
-0.2% -$583 0.13% 177
2025
Q4 		$309K Buy
1,672
+1
+0.1% +$192 0.12% 183
2025
Q3 		$316K Sell
1,671
-2
-0.1% -$366 0.13% 182
2025
Q2 		$295K Buy
1,673
+7
+0.4% +$1.21K 0.13% 177
2025
Q1 		$285K Buy
1,666
+10
+0.6% +$1.69K 0.14% 174
2024
Q4 		$271K Sell
1,656
-11
-0.7% -$1.88K 0.13% 185
2024
Q3 		$290K Sell
1,667
-131
-7% -$21.1K 0.14% 173
2024
Q2 		$266K Sell
1,798
-39
-2% -$5.81K 0.14% 174
2024
Q1 		$262K Buy
1,837
+26
+1% +$3.51K 0.14% 181
2023
Q4 		$248K Sell
1,811
-95
-5% -$12.5K 0.11% 188
2023
Q3 		$243K Sell
1,906
-710
-27% -$99.3K 0.14% 163
2023
Q2 		$372K Sell
2,616
-7
-0.3% -$1.02K 0.21% 129
2023
Q1 		$387K Buy
2,623
+9
+0.3% +$1.33K 0.23% 125
2022
Q4 		$401K Sell
2,614
-6
-0.2% -$889 0.26% 117
2022
Q3 		$372K Sell
2,620
-20
-0.8% -$3.19K 0.27% 117
2022
Q2 		$402K Sell
2,640
-30
-1% -$4.72K 0.27% 115
2022
Q1 		$432K Buy
2,670
+6
+0.2% +$907 0.24% 126
2021
Q4 		$416K Buy
+2,664
New +$393K 0.2% 134

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Retirement Planning Company of New England reduced its Vanguard Utilities ETF (VPU) stake by 0.3% in Q2 2026, selling an estimated $981 and leaving 1,664 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #189.

Retirement Planning Company of New England first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. The position peaked at $432K in Q1 2022. 552 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Retirement Planning Company of New England held 1,664 shares of Vanguard Utilities ETF worth $326K as of Q2 2026.
  • Retirement Planning Company of New England sold 5 Vanguard Utilities ETF shares in Q2 2026, an estimated $981.
  • Vanguard Utilities ETF made up 0.12% of Retirement Planning Company of New England's portfolio in Q2 2026, its #189 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Vanguard Utilities ETF position peaked at $432K in Q1 2022.
  • 552 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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