Sigma Planning Corp’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,646	Closed	-$337K	–	1404
2025 Q4	$337K	Sell	1,646 -43	-3%	-$8.71K	0.01%	964
2025 Q3	$337K	Sell	1,689 -514	-23%	-$99.8K	0.01%	989
2025 Q2	$416K	Buy	2,203 +66	+3%	+$11.9K	0.01%	858
2025 Q1	$394K	Buy	2,137 +436	+26%	+$81.6K	0.01%	822
2024 Q4	$314K	Buy	1,701 +620	+57%	+$119K	0.01%	907
2024 Q3	$206K	Buy	+1,081	New	+$198K	0.01%	1127
2020 Q1	–	Sell	-3,114	Closed	-$391K	–	1114
2019 Q4	$391K	Buy	+3,114	New	+$374K	0.02%	683

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sigma Planning Corp sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2026, closing a stake of 1,646 shares — an estimated $337K sold.

Sigma Planning Corp first reported a position in VOOV in Q4 2019 and held it in 7 quarters. The position peaked at $416K in Q2 2025. 438 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Sigma Planning Corp reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 1,646 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $337K.
Sigma Planning Corp first reported a position in Vanguard S&P 500 Value ETF in Q4 2019 and held it in 7 quarters.
Sigma Planning Corp's Vanguard S&P 500 Value ETF position peaked at $416K in Q2 2025.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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