SPC
VIOO icon

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

Sigma Planning Corp’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,964
Closed -$208K – 1289
2024
Q4 		$208K Sell
1,964
-372
-16% -$41.1K 0.01% 1083
2024
Q3 		$253K Buy
2,336
+91
+4% +$9.48K 0.01% 1026
2024
Q2 		$221K Sell
2,245
-933
-29% -$91.7K 0.01% 1040
2024
Q1 		$323K Buy
3,178
+870
+38% +$84.6K 0.01% 924
2023
Q4 		$229K Sell
2,308
-4,118
-64% -$367K 0.02% 725
2023
Q3 		$562K Buy
+6,426
New +$592K 0.02% 662
2020
Q1 		– Sell
-2,646
Closed -$201K – 1110
2019
Q4 		$201K Buy
+2,646
New +$195K 0.01% 967
2018
Q4 		– Sell
-3,322
Closed -$265K – 980
2018
Q3 		$265K Buy
3,322
+534
+19% +$42.7K 0.02% 755
2018
Q2 		$212K Buy
+2,788
New +$207K 0.01% 807
2018
Q1 		– Sell
-3,316
Closed -$231K – 920
2017
Q4 		$231K Buy
3,316
+30
+0.9% +$2.06K 0.02% 716
2017
Q3 		$223K Sell
3,286
-50
-1% -$3.19K 0.02% 728
2017
Q2 		$213K Buy
+3,336
New +$210K 0.02% 681

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sigma Planning Corp's VIOO Position: Q1 2025 in Review

Sigma Planning Corp sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2025, closing a stake of 1,964 shares — an estimated $208K sold.

Sigma Planning Corp first reported a position in VIOO in Q2 2017 and held it in 12 quarters. The position peaked at $562K in Q3 2023. 330 funds tracked by Wall St. Rank hold VIOO as of Q1 2025.

  • Sigma Planning Corp reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 1,964 Vanguard S&P Small-Cap 600 ETF shares in Q1 2025, an estimated $208K.
  • Sigma Planning Corp first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2017 and held it in 12 quarters.
  • Sigma Planning Corp's Vanguard S&P Small-Cap 600 ETF position peaked at $562K in Q3 2023.
  • 330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.