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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$453K	Sell	4,115 -3	-0.1%	-$350	0.01%	884
2026 Q2	$483K	Buy	4,118 +10	+0.2%	+$1.11K	0.01%	928
2026 Q1	$418K	Sell	4,108 -115	-3%	-$11.9K	0.01%	915
2025 Q4	$413K	Sell	4,223 -10	-0.2%	-$965	0.01%	877
2025 Q3	$403K	Buy	4,233 +29	+0.7%	+$2.65K	0.01%	900
2025 Q2	$360K	Sell	4,204 -1,184	-22%	-$96.2K	0.01%	923
2025 Q1	$452K	Sell	5,388 -3,026	-36%	-$274K	0.01%	776
2024 Q4	$785K	Sell	8,414 -871	-9%	-$83K	0.02%	579
2024 Q3	$858K	Buy	9,285 +115	+1%	+$10.3K	0.03%	552
2024 Q2	$767K	Sell	9,170 -4,636	-34%	-$393K	0.02%	560
2024 Q1	$1.22M	Buy	13,806 +3,386	+32%	+$289K	0.04%	448
2023 Q4	$922K	Sell	10,420 -10,966	-51%	-$862K	0.07%	286
2023 Q3	$1.65M	Buy	21,386 +3,968	+23%	+$326K	0.06%	308
2023 Q2	$1.43M	Buy	17,418 +4,158	+31%	+$329K	0.05%	356
2023 Q1	$1.07M	Buy	13,260 +6,012	+83%	+$507K	0.04%	484
2022 Q4	$569K	Sell	7,248 -1,374	-16%	-$110K	0.02%	718
2022 Q3	$616K	Buy	8,622 +514	+6%	+$41.2K	0.02%	650
2022 Q2	$624K	Buy	8,108 +1,176	+17%	+$97.6K	0.02%	667
2022 Q1	$614K	Buy	6,932 +1,254	+22%	+$110K	0.02%	756
2021 Q4	$513K	Buy	+5,678	New	+$515K	0.01%	848
2020 Q1	–	Sell	-6,330	Closed	-$440K	–	1111
2019 Q4	$440K	Buy	6,330 +702	+12%	+$47K	0.02%	641
2019 Q3	$365K	Sell	5,628 -3,728	-40%	-$236K	0.02%	692
2019 Q2	$600K	Buy	9,356 +4	+0%	+$256	0.03%	497
2019 Q1	$596K	Buy	9,352 +2,250	+32%	+$143K	0.03%	467
2018 Q4	$404K	Buy	7,102 +2,736	+63%	+$175K	0.03%	504
2018 Q3	$314K	Buy	+4,366	New	+$318K	0.02%	664
2016 Q4	–	Sell	-11,060	Closed	-$596K	–	803
2016 Q3	$596K	Buy	+11,060	New	+$585K	0.07%	296

Other funds holding VIOV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Sigma Planning Corp's VIOV Position: Q3 2026 in Review

Sigma Planning Corp reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.07% in Q3 2026, selling an estimated $350 and leaving 4,115 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #884.

Sigma Planning Corp first reported a position in VIOV in Q3 2016 and has held it in 27 quarters since. The position peaked at $1.65M in Q3 2023. 79 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

Sigma Planning Corp held 4,115 shares of Vanguard S&P Small-Cap 600 Value ETF worth $453K as of Q3 2026.
Sigma Planning Corp sold 3 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $350.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #884 holding.
Sigma Planning Corp first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2016 and has held it in 27 quarters since.
Sigma Planning Corp's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.65M in Q3 2023.
79 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.