Sigma Planning Corp’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sigma Planning Corp’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-3,760	Closed	-$490K	–	1382
2026 Q2	$490K	Buy	3,760 +577	+18%	+$71.7K	0.01%	920
2026 Q1	$364K	Buy	3,183 +169	+6%	+$19.9K	0.01%	972
2025 Q4	$337K	Buy	+3,014	New	+$334K	0.01%	966
2024 Q4	–	Sell	-1,963	Closed	-$207K	–	1216
2024 Q3	$207K	Sell	1,963 -632	-24%	-$64.5K	0.01%	1123
2024 Q2	$257K	Sell	2,595 -205	-7%	-$20.4K	0.01%	983
2024 Q1	$288K	Buy	+2,800	New	+$269K	0.01%	976
2023 Q4	–	Sell	-2,373	Closed	-$201K	–	1024
2023 Q3	$201K	Buy	+2,373	New	+$211K	0.01%	1093

Other funds holding IVOO

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Sigma Planning Corp's IVOO Position: Q3 2026 in Review

Sigma Planning Corp sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026, closing a stake of 3,760 shares — an estimated $490K sold.

Sigma Planning Corp first reported a position in IVOO in Q3 2023 and held it in 7 quarters. The position peaked at $490K in Q2 2026. 83 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Sigma Planning Corp reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 3,760 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $490K.
Sigma Planning Corp first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and held it in 7 quarters.
Sigma Planning Corp's Vanguard S&P Mid-Cap 400 ETF position peaked at $490K in Q2 2026.
83 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.