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 Q3	$3.77M	Buy	10,963 +495	+5%	+$170K	0.1%	207
2026 Q2	$3.55M	Sell	10,468 -137	-1%	-$44.9K	0.09%	230
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Russell 1000 ETF (VONE) stake by 4.7% in Q3 2026, buying an estimated $170K and bringing the position to 10,963 shares worth $3.77M. The position accounts for 0.1% of the portfolio, ranked #207.

Sigma Planning Corp first reported a position in VONE in Q3 2023 and has held it in 12 quarters since. 111 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Sigma Planning Corp held 10,963 shares of Vanguard Russell 1000 ETF worth $3.77M as of Q3 2026.
Sigma Planning Corp bought 495 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $170K.
Vanguard Russell 1000 ETF made up 0.1% of Sigma Planning Corp's portfolio in Q3 2026, its #207 holding.
Sigma Planning Corp first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
111 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

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