Sigma Planning Corp’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$764K	Buy	6,321 +101	+2%	+$12.9K	0.02%	678
2025 Q4	$830K	Sell	6,220 -668	-10%	-$86.8K	0.02%	609
2025 Q3	$904K	Buy	6,888 +1,179	+21%	+$153K	0.03%	569
2025 Q2	$727K	Sell	5,709 -854	-13%	-$102K	0.02%	626
2025 Q1	$784K	Buy	6,563 +700	+12%	+$85.3K	0.03%	568
2024 Q4	$692K	Buy	5,863 +2,909	+98%	+$344K	0.02%	609
2024 Q3	$325K	Sell	2,954 -3	-0.1%	-$318	0.01%	925
2024 Q2	$295K	Sell	2,957 -70	-2%	-$6.99K	0.01%	932
2024 Q1	$310K	Buy	+3,027	New	+$290K	0.01%	948
2023 Q4	–	Sell	-3,778	Closed	-$304K	–	1169
2023 Q3	$304K	Buy	3,778 +934	+33%	+$78.1K	0.01%	914
2023 Q2	$231K	Sell	2,844 -2,819	-50%	-$221K	0.01%	1038
2023 Q1	$441K	Buy	5,663 +90	+2%	+$7.61K	0.01%	855
2022 Q4	$461K	Sell	5,573 -1,347	-19%	-$111K	0.02%	788
2022 Q3	$515K	Sell	6,920 -461	-6%	-$37.5K	0.02%	721
2022 Q2	$570K	Sell	7,381 -1,054	-12%	-$89K	0.02%	704
2022 Q1	$788K	Buy	8,435 +749	+10%	+$71.7K	0.02%	642
2021 Q4	$742K	Buy	7,686 +567	+8%	+$55.2K	0.02%	669
2021 Q3	$660K	Sell	7,119 -590	-8%	-$54.4K	0.02%	698
2021 Q2	$697K	Buy	7,709 +159	+2%	+$14.4K	0.02%	688
2021 Q1	$638K	Buy	7,550 +3,365	+80%	+$268K	0.02%	677
2020 Q4	$305K	Sell	4,185 -86	-2%	-$5.68K	0.01%	894
2020 Q3	$250K	Sell	4,271 -148	-3%	-$8.8K	0.01%	863
2020 Q2	$253K	Sell	4,419 -1,091	-20%	-$60.6K	0.01%	849
2020 Q1	$279K	Buy	5,510 +253	+5%	+$17.2K	0.02%	676
2019 Q4	$401K	Sell	5,257 -744	-12%	-$54.3K	0.02%	670
2019 Q3	$420K	Sell	6,001 -2,459	-29%	-$170K	0.02%	637
2019 Q2	$584K	Sell	8,460 -443	-5%	-$30.1K	0.03%	504
2019 Q1	$575K	Sell	8,903 -1,275	-13%	-$82.7K	0.03%	476
2018 Q4	$604K	Sell	10,178 -1,599	-14%	-$104K	0.04%	383
2018 Q3	$817K	Sell	11,777 -142	-1%	-$10K	0.05%	342
2018 Q2	$804K	Buy	11,919 +991	+9%	+$69.2K	0.05%	332
2018 Q1	$759K	Buy	10,928 +268	+3%	+$19.3K	0.06%	331
2017 Q4	$747K	Buy	10,660 +580	+6%	+$39.3K	0.06%	325
2017 Q3	$659K	Sell	10,080 -1,946	-16%	-$123K	0.05%	349
2017 Q2	$752K	Buy	12,026 +1,671	+16%	+$101K	0.07%	305
2017 Q1	$626K	Buy	10,355 +6,970	+206%	+$425K	0.06%	331
2016 Q4	$201K	Buy	+3,385	New	+$185K	0.02%	645

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's VFH Position: Q1 2026 in Review

Sigma Planning Corp increased its Vanguard Financials ETF (VFH) stake by 1.6% in Q1 2026, buying an estimated $12.9K and bringing the position to 6,321 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #678.

Sigma Planning Corp first reported a position in VFH in Q4 2016 and has held it in 37 quarters since. The position peaked at $904K in Q3 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Sigma Planning Corp held 6,321 shares of Vanguard Financials ETF worth $764K as of Q1 2026.
Sigma Planning Corp bought 101 Vanguard Financials ETF shares in Q1 2026, an estimated $12.9K.
Vanguard Financials ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #678 holding.
Sigma Planning Corp first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 37 quarters since.
Sigma Planning Corp's Vanguard Financials ETF position peaked at $904K in Q3 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.