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

Sigma Planning Corp’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Buy
11,041
+7,448
+207% +$777K 0.03% 535
2025
Q4 		$358K Buy
3,593
+180
+5% +$17.9K 0.01% 943
2025
Q3 		$334K Sell
3,413
-90
-3% -$8.35K 0.01% 991
2025
Q2 		$306K Sell
3,503
-641
-15% -$52.1K 0.01% 982
2025
Q1 		$334K Sell
4,144
-725
-15% -$63.6K 0.01% 907
2024
Q4 		$435K Buy
4,869
+830
+21% +$76.6K 0.01% 788
2024
Q3 		$361K Buy
4,039
+1,473
+57% +$127K 0.01% 878
2024
Q2 		$210K Sell
2,566
-132
-5% -$10.8K 0.01% 1068
2024
Q1 		$230K Buy
+2,698
New +$217K 0.01% 1078
2023
Q2 		– Sell
-3,137
Closed -$226K – 1356
2023
Q1 		$226K Sell
3,137
-3,223
-51% -$240K 0.01% 1120
2022
Q4 		$448K Sell
6,360
-520
-8% -$37.4K 0.02% 802
2022
Q3 		$458K Sell
6,880
-455
-6% -$33.5K 0.02% 767
2022
Q2 		$502K Sell
7,335
-5,181
-41% -$386K 0.02% 745
2022
Q1 		$1.04M Sell
12,516
-10,390
-45% -$855K 0.03% 521
2021
Q4 		$2.06M Buy
22,906
+8,660
+61% +$791K 0.06% 321
2021
Q3 		$1.26M Buy
14,246
+928
+7% +$83.1K 0.04% 467
2021
Q2 		$1.23M Buy
13,318
+1,290
+11% +$117K 0.04% 479
2021
Q1 		$1.07M Buy
12,028
+1,576
+15% +$139K 0.03% 475
2020
Q4 		$827K Buy
10,452
+5,724
+121% +$405K 0.03% 499
2020
Q3 		$286K Buy
4,728
+22
+0.5% +$1.33K 0.01% 814
2020
Q2 		$272K Buy
+4,706
New +$249K 0.01% 811
2019
Q2 		– Sell
-3,526
Closed -$217K – 1051
2019
Q1 		$217K Buy
+3,526
New +$213K 0.01% 821
2018
Q4 		– Sell
-3,886
Closed -$263K – 986
2018
Q3 		$263K Sell
3,886
-20
-0.5% -$1.36K 0.02% 761
2018
Q2 		$256K Buy
3,906
+60
+2% +$3.85K 0.02% 718
2018
Q1 		$234K Buy
+3,846
New +$238K 0.02% 719

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Russell 2000 ETF (VTWO) stake by 207% in Q1 2026, buying an estimated $777K and bringing the position to 11,041 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #535.

Sigma Planning Corp first reported a position in VTWO in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.06M in Q4 2021. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Sigma Planning Corp held 11,041 shares of Vanguard Russell 2000 ETF worth $1.11M as of Q1 2026.
  • Sigma Planning Corp bought 7,448 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $777K.
  • Vanguard Russell 2000 ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #535 holding.
  • Sigma Planning Corp first reported a position in Vanguard Russell 2000 ETF in Q1 2018 and has held it in 25 quarters since.
  • Sigma Planning Corp's Vanguard Russell 2000 ETF position peaked at $2.06M in Q4 2021.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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