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 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	$289K	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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

Sigma Planning Corp's IVOO Position: Q2 2026 in Review

Sigma Planning Corp increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 18% in Q2 2026, buying an estimated $71.7K and bringing the position to 3,760 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #920.

Sigma Planning Corp first reported a position in IVOO in Q3 2023 and has held it in 7 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Sigma Planning Corp held 3,760 shares of Vanguard S&P Mid-Cap 400 ETF worth $490K as of Q2 2026.
Sigma Planning Corp bought 577 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $71.7K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #920 holding.
Sigma Planning Corp first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 7 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.