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Sigma Planning Corp’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Sigma Planning Corp’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,015
Closed -$939K – 1396
2025
Q3 		$939K Buy
4,015
+3,000
+296% +$661K 0.03% 553
2025
Q2 		$212K Buy
+1,015
New +$195K 0.01% 1154
2025
Q1 		– Sell
-1,013
Closed -$213K – 1294
2024
Q4 		$213K Hold
1,013
– – 0.01% 1071
2024
Q3 		$210K Buy
+1,013
New +$202K 0.01% 1116

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sigma Planning Corp sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2025, closing a stake of 4,015 shares — an estimated $939K sold.

Sigma Planning Corp first reported a position in VTWG in Q3 2024 and held it in 4 quarters. The position peaked at $939K in Q3 2025. 192 funds tracked by Wall St. Rank hold VTWG as of Q4 2025.

  • Sigma Planning Corp reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,015 Vanguard Russell 2000 Growth ETF shares in Q4 2025, an estimated $939K.
  • Sigma Planning Corp first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2024 and held it in 4 quarters.
  • Sigma Planning Corp's Vanguard Russell 2000 Growth ETF position peaked at $939K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2025.

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