Retirement Planning Company of New England’s Vanguard Extended Market ETF VXF Stock Holding History

Retirement Planning Company of New England’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	+953	New	+$218K	0.08%	237
2025 Q3	–	Sell	-1,051	Closed	-$203K	–	251
2025 Q2	$203K	Buy	+1,051	New	+$187K	0.09%	224
2024 Q4	–	Sell	-1,099	Closed	-$200K	–	243
2024 Q3	$200K	Sell	1,099 -201	-15%	-$35.1K	0.1%	222
2024 Q2	$219K	Sell	1,300 -897	-41%	-$151K	0.12%	197
2024 Q1	$385K	Sell	2,197 -100	-4%	-$16.6K	0.21%	138
2023 Q4	$378K	Hold	2,297	–	–	0.17%	142
2023 Q3	$329K	Sell	2,297 -80	-3%	-$12K	0.18%	131
2023 Q2	$354K	Sell	2,377 -10	-0.4%	-$1.4K	0.2%	135
2023 Q1	$335K	Sell	2,387 -80	-3%	-$11.4K	0.2%	145
2022 Q4	$328K	Sell	2,467 -4	-0.2%	-$542	0.21%	138
2022 Q3	$314K	Buy	2,471 +36	+1%	+$5.08K	0.23%	133
2022 Q2	$319K	Buy	2,435 +47	+2%	+$6.84K	0.22%	138
2022 Q1	$395K	Sell	2,388 -9	-0.4%	-$1.48K	0.22%	134
2021 Q4	$438K	Buy	+2,397	New	+$451K	0.21%	130

Other funds holding VXF

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

Retirement Planning Company of New England opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 953 shares worth $235K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in VXF as recently as Q2 2025.

Retirement Planning Company of New England first reported a position in VXF in Q4 2021 and has held it in 14 quarters since. The position peaked at $438K in Q4 2021. 834 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Retirement Planning Company of New England held 953 shares of Vanguard Extended Market ETF worth $235K as of Q2 2026.
Vanguard Extended Market ETF was a new Retirement Planning Company of New England position in Q2 2026.
Vanguard Extended Market ETF made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #237 holding.
Retirement Planning Company of New England first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 14 quarters since.
Retirement Planning Company of New England's Vanguard Extended Market ETF position peaked at $438K in Q4 2021.
834 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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