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Retirement Planning Company of New England’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Retirement Planning Company of New England’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$568K Sell
1,652
-57
-3% -$19K 0.2% 131
2026
Q1 		$511K Buy
1,709
+5
+0.3% +$1.56K 0.21% 126
2025
Q4 		$536K Sell
1,704
-44
-3% -$13.7K 0.22% 119
2025
Q3 		$538K Buy
1,748
+1
+0.1% +$296 0.22% 125
2025
Q2 		$498K Buy
1,747
+3
+0.2% +$790 0.22% 130
2025
Q1 		$448K Buy
1,744
+57
+3% +$15.4K 0.22% 132
2024
Q4 		$455K Sell
1,687
-35
-2% -$9.48K 0.22% 125
2024
Q3 		$454K Sell
1,722
-9
-0.5% -$2.28K 0.23% 128
2024
Q2 		$432K Sell
1,731
-5
-0.3% -$1.2K 0.24% 120
2024
Q1 		$416K Buy
1,736
+6
+0.3% +$1.37K 0.23% 129
2023
Q4 		$377K Buy
1,730
+9
+0.5% +$1.84K 0.17% 143
2023
Q3 		$337K Sell
1,721
-878
-34% -$179K 0.19% 130
2023
Q2 		$527K Sell
2,599
-18
-0.7% -$3.45K 0.3% 104
2023
Q1 		$489K Sell
2,617
-47
-2% -$8.56K 0.3% 106
2022
Q4 		$464K Buy
2,664
+105
+4% +$18.4K 0.3% 108
2022
Q3 		$418K Buy
2,559
+1
+0% +$182 0.3% 108
2022
Q2 		$440K Buy
2,558
+12
+0.5% +$2.25K 0.3% 107
2022
Q1 		$530K Buy
2,546
+118
+5% +$24.2K 0.3% 106
2021
Q4 		$536K Buy
+2,428
New +$521K 0.26% 108

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Retirement Planning Company of New England reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.3% in Q2 2026, selling an estimated $19K and leaving 1,652 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #131.

Retirement Planning Company of New England first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Retirement Planning Company of New England held 1,652 shares of Vanguard Morningstar Large-Cap ETF worth $568K as of Q2 2026.
  • Retirement Planning Company of New England sold 57 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Morningstar Large-Cap ETF made up 0.2% of Retirement Planning Company of New England's portfolio in Q2 2026, its #131 holding.
  • Retirement Planning Company of New England first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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