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Sigma Planning Corp’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Sigma Planning Corp’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,990
Closed -$214K – 1251
2023
Q4 		$214K Sell
1,990
-2,069
-51% -$200K 0.02% 759
2023
Q3 		$383K Buy
+4,059
New +$403K 0.01% 827
2016
Q4 		– Sell
-8,064
Closed -$476K – 802
2016
Q3 		$476K Buy
+8,064
New +$466K 0.06% 358

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's VIOG Position: Q1 2024 in Review

Sigma Planning Corp sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2024, closing a stake of 1,990 shares — an estimated $214K sold.

Sigma Planning Corp first reported a position in VIOG in Q3 2016 and held it in 3 quarters. The position peaked at $476K in Q3 2016. 128 funds tracked by Wall St. Rank hold VIOG as of Q1 2024.

  • Sigma Planning Corp reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 1,990 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $214K.
  • Sigma Planning Corp first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 3 quarters.
  • Sigma Planning Corp's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $476K in Q3 2016.
  • 128 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Sigma Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.