Sigma Planning Corp
VONG icon

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

Sigma Planning Corp’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.19M Buy
24,745
+9,604
+63% +$1.21M 0.08% 244
2026
Q2 		$1.94M Buy
15,141
+2,194
+17% +$272K 0.05% 376
2026
Q1 		$1.42M Buy
12,947
+1,308
+11% +$153K 0.04% 442
2025
Q4 		$1.42M Buy
11,639
+7,459
+178% +$909K 0.04% 414
2025
Q3 		$504K Buy
4,180
+291
+7% +$33.4K 0.01% 813
2025
Q2 		$425K Sell
3,889
-2,760
-42% -$272K 0.01% 847
2025
Q1 		$617K Buy
6,649
+4,499
+209% +$457K 0.02% 644
2024
Q4 		$222K Sell
2,150
-291
-12% -$29.5K 0.01% 1049
2024
Q3 		$236K Sell
2,441
-159
-6% -$14.8K 0.01% 1062
2024
Q2 		$244K Sell
2,600
-1,257
-33% -$110K 0.01% 1004
2024
Q1 		$334K Buy
+3,857
New +$320K 0.01% 910

Other funds holding VONG

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 63% in Q3 2026, buying an estimated $1.21M and bringing the position to 24,745 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #244.

Sigma Planning Corp first reported a position in VONG in Q1 2024 and has held it in 11 quarters since. 275 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Sigma Planning Corp held 24,745 shares of Vanguard Russell 1000 Growth ETF worth $3.19M as of Q3 2026.
  • Sigma Planning Corp bought 9,604 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.21M.
  • Vanguard Russell 1000 Growth ETF made up 0.08% of Sigma Planning Corp's portfolio in Q3 2026, its #244 holding.
  • Sigma Planning Corp first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

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