Sigma Planning Corp
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Sigma Planning Corp’s Vanguard Total World Stock ETF VT Stock Holding History

Sigma Planning Corp’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$613K Sell
3,884
-102
-3% -$16.2K 0.02% 769
2026
Q2 		$626K Buy
3,986
+379
+11% +$57.8K 0.02% 811
2026
Q1 		$499K Buy
3,607
+626
+21% +$90K 0.01% 832
2025
Q4 		$421K Buy
2,981
+196
+7% +$27.4K 0.01% 867
2025
Q3 		$384K Buy
2,785
+901
+48% +$120K 0.01% 924
2025
Q2 		$242K Sell
1,884
-9
-0.5% -$1.08K 0.01% 1078
2025
Q1 		$220K Buy
1,893
+10
+0.5% +$1.2K 0.01% 1088
2024
Q4 		$221K Buy
1,883
+13
+0.7% +$1.56K 0.01% 1052
2024
Q3 		$224K Buy
+1,870
New +$215K 0.01% 1089
2023
Q1 		– Sell
-3,355
Closed -$289K – 1365
2022
Q4 		$289K Sell
3,355
-1,209
-26% -$103K 0.01% 983
2022
Q3 		$360K Sell
4,564
-3,428
-43% -$301K 0.01% 876
2022
Q2 		$682K Sell
7,992
-9,228
-54% -$853K 0.02% 626
2022
Q1 		$1.74M Buy
17,220
+291
+2% +$29.5K 0.05% 351
2021
Q4 		$1.82M Buy
16,929
+1,737
+11% +$185K 0.05% 350
2021
Q3 		$1.55M Buy
15,192
+815
+6% +$85.4K 0.05% 404
2021
Q2 		$1.49M Buy
14,377
+2,325
+19% +$237K 0.04% 412
2021
Q1 		$1.17M Buy
12,052
+4,390
+57% +$422K 0.04% 450
2020
Q4 		$709K Buy
7,662
+1,109
+17% +$96.2K 0.02% 554
2020
Q3 		$529K Buy
+6,553
New +$526K 0.02% 588
2019
Q3 		– Sell
-54,538
Closed -$4.1M – 1070
2019
Q2 		$4.1M Buy
54,538
+6,693
+14% +$496K 0.21% 115
2019
Q1 		$3.5M Buy
+47,845
New +$3.4M 0.2% 127
2017
Q1 		– Sell
-4,081
Closed -$249K – 818
2016
Q4 		$249K Sell
4,081
-161
-4% -$9.7K 0.03% 575
2016
Q3 		$258K Buy
4,242
+74
+2% +$4.46K 0.03% 566
2016
Q2 		$242K Buy
4,168
+2
+0% +$116 0.03% 552
2016
Q1 		$240K Sell
4,166
-38
-0.9% -$2.07K 0.03% 536
2015
Q4 		$242K Buy
+4,204
New +$247K 0.03% 530
2015
Q3 		– Sell
-3,365
Closed -$207K – 756
2015
Q2 		$207K Hold
3,365
– – 0.03% 615
2015
Q1 		$207K Buy
+3,365
New +$205K 0.03% 664

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Sigma Planning Corp reduced its Vanguard Total World Stock ETF (VT) stake by 2.6% in Q3 2026, selling an estimated $16.2K and leaving 3,884 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #769.

Sigma Planning Corp first reported a position in VT in Q1 2015 and has held it in 28 quarters since. The position peaked at $4.1M in Q2 2019. 832 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Sigma Planning Corp held 3,884 shares of Vanguard Total World Stock ETF worth $613K as of Q3 2026.
  • Sigma Planning Corp sold 102 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $16.2K.
  • Vanguard Total World Stock ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #769 holding.
  • Sigma Planning Corp first reported a position in Vanguard Total World Stock ETF in Q1 2015 and has held it in 28 quarters since.
  • Sigma Planning Corp's Vanguard Total World Stock ETF position peaked at $4.1M in Q2 2019.
  • 832 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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