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Retirement Planning Company of New England’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Retirement Planning Company of New England’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
+737
New +$264K 0.1% 220
2023
Q3 		– Sell
-1,750
Closed -$385K – 235
2023
Q2 		$385K Hold
1,750
– – 0.22% 127
2023
Q1 		$357K Hold
1,750
– – 0.22% 135
2022
Q4 		$335K Hold
1,750
– – 0.22% 136
2022
Q3 		$314K Hold
1,750
– – 0.23% 132
2022
Q2 		$330K Sell
1,750
-100
-5% -$20.5K 0.23% 134
2022
Q1 		$421K Hold
1,850
– – 0.24% 128
2021
Q4 		$446K Buy
+1,850
New +$437K 0.22% 126

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WI
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Retirement Planning Company of New England opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 737 shares worth $273K. The stake represents 0.1% of the portfolio and ranks #220 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in VTI as recently as Q2 2023.

Retirement Planning Company of New England first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. The position peaked at $446K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Retirement Planning Company of New England held 737 shares of Vanguard Morningstar Total Stock Market ETF worth $273K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Retirement Planning Company of New England position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #220 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
  • Retirement Planning Company of New England's Vanguard Morningstar Total Stock Market ETF position peaked at $446K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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