Sigma Planning Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6M	Buy	49,479 +6,272	+15%	+$1.4M	0.3%	58
2025 Q4	$9.5M	Buy	43,207 +794	+2%	+$173K	0.26%	67
2025 Q3	$9.15M	Buy	42,413 +2,639	+7%	+$554K	0.26%	66
2025 Q2	$8.14M	Buy	39,774 +761	+2%	+$147K	0.24%	74
2025 Q1	$7.57M	Buy	39,013 +283	+0.7%	+$56.3K	0.24%	80
2024 Q4	$7.58M	Buy	38,730 +39	+0.1%	+$7.79K	0.24%	77
2024 Q3	$7.66M	Buy	38,691 +228	+0.6%	+$43.4K	0.23%	79
2024 Q2	$7.02M	Buy	38,463 +585	+2%	+$105K	0.22%	83
2024 Q1	$6.92M	Buy	37,878 +20,280	+115%	+$3.56M	0.22%	85
2023 Q4	$3M	Sell	17,598 -16,097	-48%	-$2.59M	0.23%	83
2023 Q3	$5.24M	Sell	33,695 -589	-2%	-$95.5K	0.2%	101
2023 Q2	$5.57M	Sell	34,284 -10,846	-24%	-$1.7M	0.2%	101
2023 Q1	$6.95M	Sell	45,130 -887	-2%	-$136K	0.23%	93
2022 Q4	$6.99M	Buy	46,017 +2,231	+5%	+$333K	0.25%	90
2022 Q3	$5.92M	Buy	43,786 +6,409	+17%	+$954K	0.23%	97
2022 Q2	$5.36M	Buy	37,377 +3,107	+9%	+$473K	0.19%	120
2022 Q1	$5.56M	Sell	34,270 -7,372	-18%	-$1.19M	0.17%	120
2021 Q4	$7.15M	Buy	41,642 +1,007	+2%	+$166K	0.2%	97
2021 Q3	$6.24M	Buy	40,635 +587	+1%	+$93.5K	0.19%	109
2021 Q2	$6.2M	Buy	40,048 +1,404	+4%	+$215K	0.18%	115
2021 Q1	$5.68M	Buy	38,644 +1,910	+5%	+$272K	0.18%	130
2020 Q4	$5.19M	Buy	36,734 +1,511	+4%	+$205K	0.18%	126
2020 Q3	$4.53M	Buy	35,223 +2,491	+8%	+$313K	0.18%	120
2020 Q2	$3.84M	Sell	32,732 -37,579	-53%	-$4.28M	0.17%	133
2020 Q1	$7.27M	Sell	70,311 -7,013	-9%	-$837K	0.43%	39
2019 Q4	$9.64M	Buy	77,324 +4,241	+6%	+$513K	0.41%	41
2019 Q3	$8.74M	Buy	73,083 +699	+1%	+$82.5K	0.42%	43
2019 Q2	$8.34M	Buy	72,384 +206	+0.3%	+$23.1K	0.43%	39
2019 Q1	$7.91M	Buy	72,178 +48,819	+209%	+$5.15M	0.45%	42
2018 Q4	$2.29M	Sell	23,359 -1,442	-6%	-$150K	0.17%	134
2018 Q3	$2.75M	Buy	24,801 +412	+2%	+$44.3K	0.16%	135
2018 Q2	$2.48M	Sell	24,389 -610	-2%	-$62.2K	0.17%	143
2018 Q1	$2.53M	Sell	24,999 -1,291	-5%	-$134K	0.18%	130
2017 Q4	$2.68M	Buy	26,290 +317	+1%	+$31.2K	0.21%	124
2017 Q3	$2.46M	Buy	25,973 +224	+0.9%	+$20.9K	0.2%	123
2017 Q2	$2.39M	Sell	25,749 -1,048	-4%	-$96.1K	0.22%	113
2017 Q1	$2.41M	Buy	26,797 +1,559	+6%	+$138K	0.23%	103
2016 Q4	$2.15M	Sell	25,238 -1,827	-7%	-$154K	0.24%	99
2016 Q3	$2.27M	Sell	27,065 -519	-2%	-$44K	0.27%	87
2016 Q2	$2.3M	Buy	27,584 +1,059	+4%	+$86.5K	0.3%	74
2016 Q1	$2.15M	Sell	26,525 -837	-3%	-$64.2K	0.29%	76
2015 Q4	$2.13M	Sell	27,362 -390	-1%	-$30.4K	0.3%	71
2015 Q3	$2.05M	Sell	27,752 -1,927	-6%	-$149K	0.32%	67
2015 Q2	$2.33M	Sell	29,679 -1,436	-5%	-$116K	0.32%	75
2015 Q1	$2.5M	Buy	31,115 +133	+0.4%	+$10.8K	0.33%	61
2014 Q4	$2.51M	Buy	+30,982	New	+$2.45M	0.33%	71

Other funds holding VIG

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2026, buying an estimated $1.4M and bringing the position to 49,479 shares worth $10.6M. The position accounts for 0.3% of the portfolio, ranked #58.

Sigma Planning Corp first reported a position in VIG in Q4 2014 and has held it in 46 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Sigma Planning Corp held 49,479 shares of Vanguard Dividend Appreciation ETF worth $10.6M as of Q1 2026.
Sigma Planning Corp bought 6,272 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.4M.
Vanguard Dividend Appreciation ETF made up 0.3% of Sigma Planning Corp's portfolio in Q1 2026, its #58 holding.
Sigma Planning Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 46 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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