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

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

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. 3,000 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.
3,000 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.