SPC
VTI icon

Sigma Planning Corp’s Vanguard Morningstar 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
Q2 		$25.3M Buy
68,433
+11,288
+20% +$4.04M 0.64% 19
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sigma Planning Corp's VTI Position: Q2 2026 in Review

Sigma Planning Corp increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, buying an estimated $4.04M and bringing the position to 68,433 shares worth $25.3M. The position accounts for 0.64% of the portfolio, ranked #19.

Sigma Planning Corp first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sigma Planning Corp held 68,433 shares of Vanguard Morningstar Total Stock Market ETF worth $25.3M as of Q2 2026.
  • Sigma Planning Corp bought 11,288 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.04M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.64% of Sigma Planning Corp's portfolio in Q2 2026, its #19 holding.
  • Sigma Planning Corp first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.