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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Sigma Planning Corp's VONE Position: Q2 2026 in Review

Sigma Planning Corp reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.3% in Q2 2026, selling an estimated $44.9K and leaving 10,468 shares worth $3.55M. The position accounts for 0.09% of the portfolio, ranked #230.

Sigma Planning Corp first reported a position in VONE in Q3 2023 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Sigma Planning Corp held 10,468 shares of Vanguard Russell 1000 ETF worth $3.55M as of Q2 2026.
  • Sigma Planning Corp sold 137 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $44.9K.
  • Vanguard Russell 1000 ETF made up 0.09% of Sigma Planning Corp's portfolio in Q2 2026, its #230 holding.
  • Sigma Planning Corp first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 11 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.