Sigma Planning Corp’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.75M | Sell |
8,985
-768
| -8% | -$222K | 0.07% | 292 |
|
|
2026
Q1 | $2.51M | Buy |
9,753
+3,013
| +45% | +$827K | 0.07% | 297 |
|
|
2025
Q4 | $1.88M | Buy |
6,740
+676
| +11% | +$193K | 0.05% | 349 |
|
|
2025
Q3 | $1.78M | Sell |
6,064
-59
| -1% | -$17K | 0.05% | 352 |
|
|
2025
Q2 | $1.74M | Buy |
6,123
+424
| +7% | +$109K | 0.05% | 341 |
|
|
2025
Q1 | $1.39M | Buy |
5,699
+505
| +10% | +$131K | 0.04% | 378 |
|
|
2024
Q4 | $1.32M | Sell |
5,194
-672
| -11% | -$173K | 0.04% | 400 |
|
|
2024
Q3 | $1.43M | Buy |
5,866
+90
| +2% | +$21K | 0.04% | 382 |
|
|
2024
Q2 | $1.33M | Sell |
5,776
-105
| -2% | -$24.1K | 0.04% | 394 |
|
|
2024
Q1 | $1.39M | Buy |
5,881
+4,838
| +464% | +$1.08M | 0.04% | 406 |
|
|
2023
Q4 | $229K | Sell |
1,043
-4,357
| -81% | -$871K | 0.02% | 723 |
|
|
2023
Q3 | $1.05M | Sell |
5,400
-336
| -6% | -$68.6K | 0.04% | 442 |
|
|
2023
Q2 | $1.18M | Sell |
5,736
-1,591
| -22% | -$308K | 0.04% | 407 |
|
|
2023
Q1 | $1.43M | Buy |
7,327
+448
| +7% | +$85.8K | 0.05% | 388 |
|
|
2022
Q4 | $1.24M | Buy |
6,879
+810
| +13% | +$147K | 0.04% | 407 |
|
|
2022
Q3 | $1.03M | Buy |
6,069
+206
| +4% | +$39K | 0.04% | 448 |
|
|
2022
Q2 | $1.03M | Sell |
5,863
-61
| -1% | -$11.8K | 0.04% | 454 |
|
|
2022
Q1 | $1.32M | Sell |
5,924
-175
| -3% | -$38.6K | 0.04% | 434 |
|
|
2021
Q4 | $1.55M | Buy |
6,099
+146
| +2% | +$36.8K | 0.04% | 388 |
|
|
2021
Q3 | $1.41M | Sell |
5,953
-568
| -9% | -$138K | 0.04% | 436 |
|
|
2021
Q2 | $1.54M | Sell |
6,521
-6,053
| -48% | -$1.36M | 0.05% | 401 |
|
|
2021
Q1 | $2.7M | Buy |
12,574
+841
| +7% | +$182K | 0.09% | 255 |
|
|
2020
Q4 | $2.49M | Buy |
11,733
+1,382
| +13% | +$272K | 0.08% | 240 |
|
|
2020
Q3 | $1.86M | Sell |
10,351
-1,432
| -12% | -$253K | 0.07% | 255 |
|
|
2020
Q2 | $1.95M | Buy |
11,783
+275
| +2% | +$41.6K | 0.09% | 241 |
|
|
2020
Q1 | $1.46M | Buy |
11,508
+602
| +6% | +$91.4K | 0.09% | 241 |
|
|
2019
Q4 | $1.73M | Buy |
10,906
+1,797
| +20% | +$274K | 0.07% | 279 |
|
|
2019
Q3 | $1.35M | Sell |
9,109
-353
| -4% | -$52.9K | 0.06% | 306 |
|
|
2019
Q2 | $1.41M | Buy |
9,462
+2,798
| +42% | +$408K | 0.07% | 275 |
|
|
2019
Q1 | $951K | Buy |
6,664
+331
| +5% | +$44.5K | 0.05% | 327 |
|
|
2018
Q4 | $758K | Sell |
6,333
-174
| -3% | -$22.3K | 0.06% | 312 |
|
|
2018
Q3 | $927K | Sell |
6,507
-856
| -12% | -$120K | 0.05% | 312 |
|
|
2018
Q2 | $990K | Buy |
7,363
+368
| +5% | +$48.9K | 0.07% | 286 |
|
|
2018
Q1 | $907K | Buy |
6,995
+346
| +5% | +$45.5K | 0.07% | 282 |
|
|
2017
Q4 | $849K | Sell |
6,649
-6
| -0.1% | -$753 | 0.07% | 292 |
|
|
2017
Q3 | $810K | Buy |
6,655
+1,235
| +23% | +$147K | 0.07% | 299 |
|
|
2017
Q2 | $638K | Buy |
5,420
+294
| +6% | +$34.2K | 0.06% | 343 |
|
|
2017
Q1 | $579K | Buy |
5,126
+65
| +1% | +$7.23K | 0.06% | 353 |
|
|
2016
Q4 | $535K | Sell |
5,061
-108
| -2% | -$11.3K | 0.06% | 333 |
|
|
2016
Q3 | $550K | Buy |
5,169
+374
| +8% | +$39.6K | 0.07% | 318 |
|
|
2016
Q2 | $489K | Sell |
4,795
-34
| -0.7% | -$3.43K | 0.06% | 335 |
|
|
2016
Q1 | $484K | Buy |
+4,829
| New | +$451K | 0.07% | 321 |
|
|
2015
Q3 | – | Sell |
-4,266
| Closed | -$455K | – | 754 |
|
|
2015
Q2 | $455K | Buy |
4,266
+496
| +13% | +$53.7K | 0.06% | 364 |
|
|
2015
Q1 | $407K | Buy |
+3,770
| New | +$393K | 0.05% | 408 |
|
Other funds holding VOT
EWA
TI
Sigma Planning Corp's VOT Position: Q2 2026 in Review
Sigma Planning Corp reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.9% in Q2 2026, selling an estimated $222K and leaving 8,985 shares worth $2.75M. The position accounts for 0.07% of the portfolio, ranked #292.
Sigma Planning Corp first reported a position in VOT in Q1 2015 and has held it in 44 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Sigma Planning Corp held 8,985 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.75M as of Q2 2026.
- Sigma Planning Corp sold 768 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $222K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Sigma Planning Corp's portfolio in Q2 2026, its #292 holding.
- Sigma Planning Corp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and has held it in 44 quarters since.
- 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.