Sigma Planning Corp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.79M | Buy |
24,219
+337
| +1% | +$65.2K | 0.12% | 177 |
|
|
2026
Q1 | $4.4M | Buy |
23,882
+5,069
| +27% | +$947K | 0.12% | 181 |
|
|
2025
Q4 | $3.34M | Buy |
18,813
+562
| +3% | +$98.4K | 0.09% | 232 |
|
|
2025
Q3 | $3.19M | Buy |
18,251
+190
| +1% | +$32.3K | 0.09% | 230 |
|
|
2025
Q2 | $2.97M | Sell |
18,061
-956
| -5% | -$151K | 0.09% | 231 |
|
|
2025
Q1 | $3.05M | Buy |
19,017
+463
| +2% | +$75.7K | 0.1% | 210 |
|
|
2024
Q4 | $3M | Sell |
18,554
-307
| -2% | -$51.8K | 0.09% | 208 |
|
|
2024
Q3 | $3.16M | Sell |
18,861
-271
| -1% | -$43.1K | 0.1% | 203 |
|
|
2024
Q2 | $2.88M | Sell |
19,132
-2,811
| -13% | -$427K | 0.09% | 215 |
|
|
2024
Q1 | $3.42M | Buy |
21,943
+10,155
| +86% | +$1.49M | 0.11% | 199 |
|
|
2023
Q4 | $1.71M | Sell |
11,788
-12,023
| -50% | -$1.61M | 0.13% | 161 |
|
|
2023
Q3 | $3.12M | Sell |
23,811
-3,610
| -13% | -$500K | 0.12% | 176 |
|
|
2023
Q2 | $3.79M | Sell |
27,421
-2,166
| -7% | -$289K | 0.14% | 150 |
|
|
2023
Q1 | $3.97M | Sell |
29,587
-304
| -1% | -$42.2K | 0.13% | 165 |
|
|
2022
Q4 | $4.04M | Sell |
29,891
-1,142
| -4% | -$153K | 0.14% | 154 |
|
|
2022
Q3 | $3.78M | Sell |
31,033
-1,062
| -3% | -$144K | 0.14% | 155 |
|
|
2022
Q2 | $4.16M | Sell |
32,095
-1,644
| -5% | -$233K | 0.14% | 149 |
|
|
2022
Q1 | $5.05M | Buy |
33,739
+316
| +0.9% | +$46.5K | 0.15% | 135 |
|
|
2021
Q4 | $5.03M | Buy |
33,423
+917
| +3% | +$135K | 0.14% | 156 |
|
|
2021
Q3 | $4.54M | Buy |
32,506
+2,592
| +9% | +$368K | 0.14% | 162 |
|
|
2021
Q2 | $4.2M | Buy |
29,914
+2,164
| +8% | +$306K | 0.13% | 183 |
|
|
2021
Q1 | $3.74M | Buy |
27,750
+1,614
| +6% | +$207K | 0.12% | 205 |
|
|
2020
Q4 | $3.11M | Buy |
26,136
+60
| +0.2% | +$6.72K | 0.11% | 204 |
|
|
2020
Q3 | $2.64M | Sell |
26,076
-335
| -1% | -$33.9K | 0.1% | 205 |
|
|
2020
Q2 | $2.53M | Sell |
26,411
-1,558
| -6% | -$143K | 0.11% | 189 |
|
|
2020
Q1 | $2.27M | Sell |
27,969
-1,735
| -6% | -$187K | 0.14% | 160 |
|
|
2019
Q4 | $3.54M | Sell |
29,704
-1,488
| -5% | -$171K | 0.15% | 149 |
|
|
2019
Q3 | $3.52M | Buy |
31,192
+528
| +2% | +$58.7K | 0.17% | 143 |
|
|
2019
Q2 | $3.41M | Buy |
30,664
+2,274
| +8% | +$249K | 0.18% | 140 |
|
|
2019
Q1 | $3.06M | Buy |
28,390
+2,220
| +8% | +$233K | 0.17% | 141 |
|
|
2018
Q4 | $2.49M | Buy |
26,170
+2,331
| +10% | +$245K | 0.18% | 117 |
|
|
2018
Q3 | $2.69M | Buy |
23,839
+1,247
| +6% | +$142K | 0.16% | 137 |
|
|
2018
Q2 | $2.5M | Buy |
22,592
+689
| +3% | +$76.3K | 0.17% | 141 |
|
|
2018
Q1 | $2.4M | Buy |
21,903
+438
| +2% | +$49.3K | 0.18% | 140 |
|
|
2017
Q4 | $2.4M | Sell |
21,465
-587
| -3% | -$63.5K | 0.18% | 142 |
|
|
2017
Q3 | $2.33M | Buy |
22,052
+2,297
| +12% | +$239K | 0.19% | 133 |
|
|
2017
Q2 | $2.03M | Sell |
19,755
-17,112
| -46% | -$1.75M | 0.19% | 136 |
|
|
2017
Q1 | $3.76M | Buy |
36,867
+20,317
| +123% | +$2.05M | 0.36% | 54 |
|
|
2016
Q4 | $1.61M | Buy |
16,550
+1,878
| +13% | +$178K | 0.18% | 140 |
|
|
2016
Q3 | $1.37M | Buy |
14,672
+787
| +6% | +$72.8K | 0.16% | 151 |
|
|
2016
Q2 | $1.24M | Sell |
13,885
-5,955
| -30% | -$524K | 0.16% | 154 |
|
|
2016
Q1 | $1.73M | Buy |
19,840
+9,763
| +97% | +$796K | 0.24% | 99 |
|
|
2015
Q4 | $866K | Buy |
10,077
+99
| +1% | +$8.66K | 0.12% | 199 |
|
|
2015
Q3 | $831K | Sell |
9,978
-1,144
| -10% | -$101K | 0.13% | 187 |
|
|
2015
Q2 | $1.01M | Buy |
11,122
+2,062
| +23% | +$191K | 0.14% | 183 |
|
|
2015
Q1 | $833K | Buy |
9,060
+6,692
| +283% | +$604K | 0.11% | 225 |
|
|
2014
Q4 | $212K | Buy |
+2,368
| New | +$207K | 0.03% | 618 |
|
Other funds holding VOE
EWA
Sigma Planning Corp's VOE Position: Q2 2026 in Review
Sigma Planning Corp increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q2 2026, buying an estimated $65.2K and bringing the position to 24,219 shares worth $4.79M. The position accounts for 0.12% of the portfolio, ranked #177.
Sigma Planning Corp first reported a position in VOE in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.05M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Sigma Planning Corp held 24,219 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.79M as of Q2 2026.
- Sigma Planning Corp bought 337 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $65.2K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Sigma Planning Corp's portfolio in Q2 2026, its #177 holding.
- Sigma Planning Corp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
- Sigma Planning Corp's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.05M in Q1 2022.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.