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 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%	-$9.73K	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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Total World Stock ETF (VT) stake by 21% in Q1 2026, buying an estimated $90K and bringing the position to 3,607 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #832.

Sigma Planning Corp first reported a position in VT in Q1 2015 and has held it in 26 quarters since. The position peaked at $4.1M in Q2 2019. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Sigma Planning Corp held 3,607 shares of Vanguard Total World Stock ETF worth $499K as of Q1 2026.
Sigma Planning Corp bought 626 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $90K.
Vanguard Total World Stock ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #832 holding.
Sigma Planning Corp first reported a position in Vanguard Total World Stock ETF in Q1 2015 and has held it in 26 quarters since.
Sigma Planning Corp's Vanguard Total World Stock ETF position peaked at $4.1M in Q2 2019.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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