SPC
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Sigma Planning Corp’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sigma Planning Corp’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,816
Closed -$259K – 1395
2025
Q3 		$259K Buy
+1,816
New +$251K 0.01% 1091

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sigma Planning Corp's VSS Position: Q4 2025 in Review

Sigma Planning Corp sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 1,816 shares — an estimated $259K sold.

Sigma Planning Corp first reported a position in VSS in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 683 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

  • Sigma Planning Corp reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 1,816 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $259K.
  • Sigma Planning Corp first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and held it in 1 quarter.
  • Sigma Planning Corp's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $259K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.