Sigma Planning Corp’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.13M	Buy	10,605 +106	+1%	+$32.7K	0.09%	250
2025 Q4	$3.24M	Buy	10,499 +403	+4%	+$124K	0.09%	237
2025 Q3	$3.05M	Buy	10,096 +86	+0.9%	+$25.1K	0.09%	239
2025 Q2	$2.81M	Buy	10,010 +4,791	+92%	+$1.24M	0.08%	238
2025 Q1	$1.32M	Buy	5,219 +21	+0.4%	+$5.62K	0.04%	391
2024 Q4	$1.39M	Sell	5,198 -74	-1%	-$19.8K	0.04%	378
2024 Q3	$1.37M	Buy	5,272 +1,266	+32%	+$317K	0.04%	396
2024 Q2	$986K	Buy	4,006 +2,001	+100%	+$476K	0.03%	494
2024 Q1	$478K	Buy	+2,005	New	+$455K	0.02%	784
2023 Q4	–	Sell	-1,774	Closed	-$345K	–	1175
2023 Q3	$345K	Buy	+1,774	New	+$359K	0.01%	863

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Russell 1000 ETF (VONE) stake by 1% in Q1 2026, buying an estimated $32.7K and bringing the position to 10,605 shares worth $3.13M. The position accounts for 0.09% of the portfolio, ranked #250.

Sigma Planning Corp first reported a position in VONE in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.24M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Sigma Planning Corp held 10,605 shares of Vanguard Russell 1000 ETF worth $3.13M as of Q1 2026.
Sigma Planning Corp bought 106 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $32.7K.
Vanguard Russell 1000 ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #250 holding.
Sigma Planning Corp first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 10 quarters since.
Sigma Planning Corp's Vanguard Russell 1000 ETF position peaked at $3.24M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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