SPC
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Sigma Planning Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sigma Planning Corp’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3M Buy
57,145
+13,837
+32% +$4.64M 0.51% 26
2025
Q4 		$14.5M Buy
43,308
+4,035
+10% +$1.34M 0.4% 36
2025
Q3 		$12.9M Sell
39,273
-4,273
-10% -$1.35M 0.37% 40
2025
Q2 		$13.2M Sell
43,546
-3,583
-8% -$1.01M 0.4% 39
2025
Q1 		$13M Buy
47,129
+1,092
+2% +$317K 0.41% 41
2024
Q4 		$13.3M Sell
46,037
-1,252
-3% -$365K 0.42% 40
2024
Q3 		$13.4M Sell
47,289
-366
-0.8% -$99.8K 0.41% 41
2024
Q2 		$12.8M Sell
47,655
-2,015
-4% -$522K 0.4% 40
2024
Q1 		$12.9M Buy
49,670
+26,398
+113% +$6.53M 0.41% 40
2023
Q4 		$5.52M Sell
23,272
-17,291
-43% -$3.82M 0.43% 36
2023
Q3 		$8.62M Buy
40,563
+2,272
+6% +$503K 0.32% 55
2023
Q2 		$8.43M Sell
38,291
-5,061
-12% -$1.06M 0.3% 58
2023
Q1 		$8.85M Buy
43,352
+1,370
+3% +$274K 0.29% 61
2022
Q4 		$8.03M Buy
41,982
+53
+0.1% +$10.2K 0.29% 71
2022
Q3 		$7.53M Buy
41,929
+950
+2% +$189K 0.29% 71
2022
Q2 		$7.73M Buy
40,979
+2,851
+7% +$586K 0.27% 73
2022
Q1 		$8.68M Sell
38,128
-789
-2% -$177K 0.26% 70
2021
Q4 		$9.4M Buy
38,917
+5,309
+16% +$1.25M 0.26% 71
2021
Q3 		$7.46M Buy
33,608
+1,416
+4% +$323K 0.22% 91
2021
Q2 		$7.17M Buy
32,192
+1,181
+4% +$256K 0.21% 99
2021
Q1 		$6.41M Buy
31,011
+159
+0.5% +$32.2K 0.2% 115
2020
Q4 		$6M Buy
30,852
+99
+0.3% +$18.1K 0.2% 108
2020
Q3 		$5.24M Buy
30,753
+580
+2% +$97.6K 0.21% 104
2020
Q2 		$4.72M Sell
30,173
-1,907
-6% -$281K 0.21% 101
2020
Q1 		$4.13M Sell
32,080
-4,014
-11% -$621K 0.25% 80
2019
Q4 		$5.91M Buy
36,094
+3,371
+10% +$528K 0.25% 78
2019
Q3 		$4.94M Buy
32,723
+252
+0.8% +$38K 0.24% 96
2019
Q2 		$4.87M Buy
32,471
+1,761
+6% +$259K 0.25% 93
2019
Q1 		$4.44M Sell
30,710
-6,614
-18% -$923K 0.25% 93
2018
Q4 		$4.76M Sell
37,324
-1,855
-5% -$256K 0.35% 65
2018
Q3 		$5.86M Buy
39,179
+4,467
+13% +$657K 0.34% 62
2018
Q2 		$4.88M Buy
34,712
+1,782
+5% +$249K 0.33% 64
2018
Q1 		$4.47M Buy
32,930
+4,483
+16% +$629K 0.33% 64
2017
Q4 		$3.9M Sell
28,447
-107
-0.4% -$14.3K 0.3% 73
2017
Q3 		$3.7M Sell
28,554
-575
-2% -$72.8K 0.31% 65
2017
Q2 		$3.63M Buy
29,129
+266
+0.9% +$32.8K 0.34% 57
2017
Q1 		$3.5M Sell
28,863
-296
-1% -$35.5K 0.34% 60
2016
Q4 		$3.36M Sell
29,159
-2,558
-8% -$288K 0.37% 54
2016
Q3 		$3.53M Buy
31,717
+3,399
+12% +$377K 0.42% 52
2016
Q2 		$3.04M Buy
28,318
+6,136
+28% +$650K 0.4% 50
2016
Q1 		$2.33M Sell
22,182
-9,376
-30% -$930K 0.32% 69
2015
Q4 		$3.29M Buy
31,558
+4,222
+15% +$445K 0.46% 44
2015
Q3 		$2.7M Buy
27,336
+4,460
+19% +$468K 0.43% 46
2015
Q2 		$2.45M Buy
22,876
+1,833
+9% +$200K 0.34% 72
2015
Q1 		$2.26M Buy
21,043
+2,169
+11% +$232K 0.3% 78
2014
Q4 		$2M Buy
+18,874
New +$1.95M 0.26% 97

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Total Stock Market ETF (VTI) stake by 32% in Q1 2026, buying an estimated $4.64M and bringing the position to 57,145 shares worth $18.3M. The position accounts for 0.51% of the portfolio, ranked #26.

Sigma Planning Corp first reported a position in VTI in Q4 2014 and has held it in 46 quarters since. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Sigma Planning Corp held 57,145 shares of Vanguard Total Stock Market ETF worth $18.3M as of Q1 2026.
  • Sigma Planning Corp bought 13,837 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $4.64M.
  • Vanguard Total Stock Market ETF made up 0.51% of Sigma Planning Corp's portfolio in Q1 2026, its #26 holding.
  • Sigma Planning Corp first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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