Sigma Planning Corp’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.26M | Buy |
115,100
+6,268
| +6% | +$466K | 0.23% | 76 |
|
|
2025
Q4 | $7.93M | Buy |
108,832
+2,240
| +2% | +$163K | 0.22% | 85 |
|
|
2025
Q3 | $7.83M | Sell |
106,592
-1,544
| -1% | -$111K | 0.22% | 83 |
|
|
2025
Q2 | $7.57M | Buy |
108,136
+12,776
| +13% | +$839K | 0.23% | 79 |
|
|
2025
Q1 | $6.17M | Buy |
95,360
+3,916
| +4% | +$263K | 0.2% | 97 |
|
|
2024
Q4 | $6.04M | Sell |
91,444
-1,256
| -1% | -$85.3K | 0.19% | 98 |
|
|
2024
Q3 | $6.11M | Sell |
92,700
-3,964
| -4% | -$249K | 0.19% | 103 |
|
|
2024
Q2 | $5.85M | Sell |
96,664
-12,972
| -12% | -$788K | 0.19% | 104 |
|
|
2024
Q1 | $6.85M | Buy |
109,636
+63,860
| +140% | +$3.77M | 0.22% | 86 |
|
|
2023
Q4 | $2.66M | Sell |
45,776
-63,732
| -58% | -$3.41M | 0.21% | 93 |
|
|
2023
Q3 | $5.7M | Sell |
109,508
-3,604
| -3% | -$198K | 0.21% | 90 |
|
|
2023
Q2 | $6.23M | Sell |
113,112
-83,224
| -42% | -$4.36M | 0.22% | 84 |
|
|
2023
Q1 | $10.4M | Sell |
196,336
-12,428
| -6% | -$661K | 0.34% | 50 |
|
|
2022
Q4 | $10.6M | Buy |
208,764
+8,480
| +4% | +$432K | 0.38% | 48 |
|
|
2022
Q3 | $9.41M | Sell |
200,284
-2,688
| -1% | -$140K | 0.36% | 52 |
|
|
2022
Q2 | $9.99M | Buy |
202,972
+6,740
| +3% | +$364K | 0.35% | 52 |
|
|
2022
Q1 | $11.7M | Buy |
196,232
+8,780
| +5% | +$515K | 0.35% | 52 |
|
|
2021
Q4 | $11.9M | Buy |
187,452
+29,032
| +18% | +$1.82M | 0.33% | 56 |
|
|
2021
Q3 | $9.38M | Buy |
158,420
+4,108
| +3% | +$248K | 0.28% | 68 |
|
|
2021
Q2 | $9.16M | Buy |
154,312
+952
| +0.6% | +$55.2K | 0.27% | 71 |
|
|
2021
Q1 | $8.49M | Buy |
153,360
+12,700
| +9% | +$689K | 0.27% | 76 |
|
|
2020
Q4 | $7.27M | Buy |
140,660
+1,600
| +1% | +$77.5K | 0.25% | 89 |
|
|
2020
Q3 | $6.13M | Buy |
139,060
+20,708
| +17% | +$902K | 0.24% | 82 |
|
|
2020
Q2 | $4.85M | Buy |
118,352
+4,440
| +4% | +$170K | 0.21% | 99 |
|
|
2020
Q1 | $3.75M | Sell |
113,912
-7,888
| -6% | -$327K | 0.22% | 97 |
|
|
2019
Q4 | $5.43M | Buy |
121,800
+6,020
| +5% | +$258K | 0.23% | 89 |
|
|
2019
Q3 | $4.85M | Buy |
115,780
+17,960
| +18% | +$750K | 0.23% | 97 |
|
|
2019
Q2 | $4.09M | Buy |
97,820
+17,812
| +22% | +$729K | 0.21% | 116 |
|
|
2019
Q1 | $3.21M | Buy |
80,008
+24,156
| +43% | +$929K | 0.18% | 134 |
|
|
2018
Q4 | $1.93M | Sell |
55,852
-1,868
| -3% | -$70.1K | 0.14% | 160 |
|
|
2018
Q3 | $2.37M | Sell |
57,720
-976
| -2% | -$39.8K | 0.14% | 161 |
|
|
2018
Q2 | $2.31M | Sell |
58,696
-884
| -1% | -$34.7K | 0.15% | 155 |
|
|
2018
Q1 | $2.3M | Buy |
59,580
+1,668
| +3% | +$65.7K | 0.17% | 148 |
|
|
2017
Q4 | $2.24M | Buy |
57,912
+1,880
| +3% | +$71K | 0.17% | 147 |
|
|
2017
Q3 | $2.06M | Buy |
56,032
+38,924
| +228% | +$1.4M | 0.17% | 151 |
|
|
2017
Q2 | $610K | Buy |
17,108
+1,380
| +9% | +$48.8K | 0.06% | 354 |
|
|
2017
Q1 | $548K | Buy |
15,728
+3,288
| +26% | +$113K | 0.05% | 367 |
|
|
2016
Q4 | $409K | Sell |
12,440
-9,820
| -44% | -$318K | 0.04% | 411 |
|
|
2016
Q3 | $720K | Buy |
22,260
+1,328
| +6% | +$42.6K | 0.09% | 255 |
|
|
2016
Q2 | $647K | Buy |
20,932
+1,424
| +7% | +$43.5K | 0.08% | 267 |
|
|
2016
Q1 | $591K | Sell |
19,508
-1,672
| -8% | -$47.3K | 0.08% | 271 |
|
|
2015
Q4 | $636K | Buy |
21,180
+5,296
| +33% | +$162K | 0.09% | 256 |
|
|
2015
Q3 | $463K | Buy |
15,884
+6,012
| +61% | +$187K | 0.07% | 312 |
|
|
2015
Q2 | $315K | Buy |
9,872
+780
| +9% | +$25.3K | 0.04% | 472 |
|
|
2015
Q1 | $302K | Buy |
9,092
+988
| +12% | +$31.1K | 0.04% | 522 |
|
|
2014
Q4 | $250K | Buy |
+8,104
| New | +$244K | 0.03% | 574 |
|
Other funds holding VO
Sigma Planning Corp's VO Position: Q1 2026 in Review
Sigma Planning Corp increased its Vanguard Mid-Cap ETF (VO) stake by 5.8% in Q1 2026, buying an estimated $466K and bringing the position to 115,100 shares worth $8.26M. The position accounts for 0.23% of the portfolio, ranked #76.
Sigma Planning Corp first reported a position in VO in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.9M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Sigma Planning Corp held 115,100 shares of Vanguard Mid-Cap ETF worth $8.26M as of Q1 2026.
- Sigma Planning Corp bought 6,268 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $466K.
- Vanguard Mid-Cap ETF made up 0.23% of Sigma Planning Corp's portfolio in Q1 2026, its #76 holding.
- Sigma Planning Corp first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Vanguard Mid-Cap ETF position peaked at $11.9M in Q4 2021.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.