SPC
VNQ icon

Sigma Planning Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

Sigma Planning Corp’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.98M Buy
44,884
+3,092
+7% +$284K 0.11% 196
2025
Q4 		$3.74M Buy
41,792
+1,826
+5% +$164K 0.1% 207
2025
Q3 		$3.65M Buy
39,966
+312
+0.8% +$28.3K 0.1% 206
2025
Q2 		$3.53M Buy
39,654
+722
+2% +$63.7K 0.11% 199
2025
Q1 		$3.52M Sell
38,932
-11
-0% -$998 0.11% 192
2024
Q4 		$3.47M Sell
38,943
-2,814
-7% -$266K 0.11% 188
2024
Q3 		$4.07M Buy
41,757
+1,607
+4% +$148K 0.12% 162
2024
Q2 		$3.36M Sell
40,150
-158
-0.4% -$13K 0.11% 192
2024
Q1 		$3.49M Buy
40,308
+20,877
+107% +$1.78M 0.11% 198
2023
Q4 		$1.72M Sell
19,431
-17,040
-47% -$1.35M 0.13% 160
2023
Q3 		$2.76M Sell
36,471
-356
-1% -$29.4K 0.1% 202
2023
Q2 		$3.08M Buy
36,827
+250
+0.7% +$20.5K 0.11% 193
2023
Q1 		$3.04M Sell
36,577
-1,312
-3% -$113K 0.1% 213
2022
Q4 		$3.13M Buy
37,889
+1,342
+4% +$111K 0.11% 193
2022
Q3 		$2.93M Sell
36,547
-1,548
-4% -$145K 0.11% 190
2022
Q2 		$3.47M Sell
38,095
-1,039
-3% -$104K 0.12% 178
2022
Q1 		$4.24M Sell
39,134
-4,584
-10% -$485K 0.13% 166
2021
Q4 		$5.07M Buy
43,718
+4,260
+11% +$465K 0.14% 154
2021
Q3 		$4.02M Buy
39,458
+408
+1% +$43.3K 0.12% 183
2021
Q2 		$3.98M Buy
39,050
+1,350
+4% +$134K 0.12% 194
2021
Q1 		$3.46M Sell
37,700
-107
-0.3% -$9.4K 0.11% 217
2020
Q4 		$3.21M Sell
37,807
-4,347
-10% -$361K 0.11% 198
2020
Q3 		$3.33M Sell
42,154
-1,336
-3% -$107K 0.13% 175
2020
Q2 		$3.42M Sell
43,490
-6,921
-14% -$525K 0.15% 147
2020
Q1 		$3.52M Buy
50,411
+8,914
+21% +$783K 0.21% 103
2019
Q4 		$3.85M Sell
41,497
-9,559
-19% -$885K 0.16% 137
2019
Q3 		$4.76M Sell
51,056
-663
-1% -$60.2K 0.23% 99
2019
Q2 		$4.52M Buy
51,719
+48
+0.1% +$4.2K 0.23% 103
2019
Q1 		$4.49M Buy
51,671
+16,639
+47% +$1.37M 0.26% 91
2018
Q4 		$2.61M Sell
35,032
-296
-0.8% -$23.3K 0.19% 113
2018
Q3 		$2.85M Buy
35,328
+115
+0.3% +$9.47K 0.17% 130
2018
Q2 		$2.87M Buy
35,213
+3,516
+11% +$272K 0.19% 120
2018
Q1 		$2.39M Sell
31,697
-2,784
-8% -$213K 0.17% 141
2017
Q4 		$2.86M Sell
34,481
-1,552
-4% -$130K 0.22% 115
2017
Q3 		$2.99M Sell
36,033
-86,041
-70% -$7.19M 0.25% 90
2017
Q2 		$10.2M Buy
122,074
+825
+0.7% +$68.8K 0.95% 10
2017
Q1 		$10M Buy
121,249
+13,326
+12% +$1.11M 0.97% 10
2016
Q4 		$8.91M Buy
107,923
+36,685
+51% +$2.99M 0.97% 13
2016
Q3 		$6.18M Sell
71,238
-27,739
-28% -$2.47M 0.73% 20
2016
Q2 		$8.78M Sell
98,977
-3,130
-3% -$263K 1.14% 8
2016
Q1 		$8.56M Sell
102,107
-6,649
-6% -$518K 1.17% 8
2015
Q4 		$8.67M Buy
108,756
+9,522
+10% +$754K 1.21% 9
2015
Q3 		$7.5M Buy
99,234
+29,043
+41% +$2.23M 1.19% 6
2015
Q2 		$5.24M Buy
70,191
+33,569
+92% +$2.68M 0.72% 15
2015
Q1 		$3.09M Buy
36,622
+4,120
+13% +$350K 0.41% 44
2014
Q4 		$2.63M Buy
+32,502
New +$2.55M 0.35% 66

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Real Estate ETF (VNQ) stake by 7.4% in Q1 2026, buying an estimated $284K and bringing the position to 44,884 shares worth $3.98M. The position accounts for 0.11% of the portfolio, ranked #196.

Sigma Planning Corp first reported a position in VNQ in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.2M in Q2 2017. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Sigma Planning Corp held 44,884 shares of Vanguard Real Estate ETF worth $3.98M as of Q1 2026.
  • Sigma Planning Corp bought 3,092 Vanguard Real Estate ETF shares in Q1 2026, an estimated $284K.
  • Vanguard Real Estate ETF made up 0.11% of Sigma Planning Corp's portfolio in Q1 2026, its #196 holding.
  • Sigma Planning Corp first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Vanguard Real Estate ETF position peaked at $10.2M in Q2 2017.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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