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Sigma Planning Corp’s Vanguard Growth ETF VUG Stock Holding History

Sigma Planning Corp’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.15M Buy
111,936
+6,456
+6% +$502K 0.23% 80
2025
Q4 		$8.58M Buy
105,480
+5,964
+6% +$484K 0.24% 75
2025
Q3 		$7.96M Buy
99,516
+12,720
+15% +$972K 0.23% 79
2025
Q2 		$6.34M Buy
86,796
+2,112
+2% +$139K 0.19% 100
2025
Q1 		$5.23M Buy
84,684
+15,558
+23% +$1.05M 0.17% 120
2024
Q4 		$4.73M Sell
69,126
-4,074
-6% -$274K 0.15% 142
2024
Q3 		$4.68M Sell
73,200
-6,510
-8% -$404K 0.14% 142
2024
Q2 		$4.97M Sell
79,710
-7,008
-8% -$409K 0.16% 125
2024
Q1 		$4.97M Buy
86,718
+61,308
+241% +$3.37M 0.16% 122
2023
Q4 		$1.32M Sell
25,410
-62,130
-71% -$3M 0.1% 209
2023
Q3 		$3.97M Buy
87,540
+2,916
+3% +$138K 0.15% 140
2023
Q2 		$3.99M Sell
84,624
-17,532
-17% -$760K 0.14% 143
2023
Q1 		$4.25M Sell
102,156
-1,734
-2% -$67.4K 0.14% 154
2022
Q4 		$3.69M Buy
103,890
+26,778
+35% +$985K 0.13% 170
2022
Q3 		$2.75M Sell
77,112
-3,294
-4% -$132K 0.1% 203
2022
Q2 		$2.99M Buy
80,406
+2,010
+3% +$82.6K 0.1% 203
2022
Q1 		$3.76M Sell
78,396
-12,552
-14% -$594K 0.11% 189
2021
Q4 		$4.86M Buy
90,948
+8,766
+11% +$457K 0.14% 161
2021
Q3 		$3.97M Sell
82,182
-4,428
-5% -$220K 0.12% 187
2021
Q2 		$4.14M Buy
86,610
+11,508
+15% +$523K 0.12% 187
2021
Q1 		$3.22M Sell
75,102
-51,228
-41% -$2.19M 0.1% 231
2020
Q4 		$5.33M Sell
126,330
-498
-0.4% -$19.9K 0.18% 122
2020
Q3 		$4.81M Buy
126,828
+11,484
+10% +$424K 0.19% 116
2020
Q2 		$3.88M Buy
115,344
+15,786
+16% +$486K 0.17% 131
2020
Q1 		$2.6M Buy
99,558
+138
+0.1% +$4.13K 0.15% 140
2019
Q4 		$3.02M Sell
99,420
-5,544
-5% -$160K 0.13% 169
2019
Q3 		$2.91M Sell
104,964
-12,528
-11% -$348K 0.14% 166
2019
Q2 		$3.2M Buy
117,492
+26,094
+29% +$697K 0.16% 150
2019
Q1 		$2.38M Buy
91,398
+24,000
+36% +$592K 0.14% 174
2018
Q4 		$1.51M Buy
67,398
+1,164
+2% +$28.2K 0.11% 198
2018
Q3 		$1.78M Buy
66,234
+4,968
+8% +$130K 0.1% 205
2018
Q2 		$1.53M Buy
61,266
+2,328
+4% +$57.1K 0.1% 204
2018
Q1 		$1.39M Buy
58,938
+16,158
+38% +$394K 0.1% 210
2017
Q4 		$1M Sell
42,780
-14,112
-25% -$324K 0.08% 265
2017
Q3 		$1.26M Buy
56,892
+6,468
+13% +$141K 0.1% 216
2017
Q2 		$1.07M Sell
50,424
-9,642
-16% -$202K 0.1% 229
2017
Q1 		$1.22M Buy
60,066
+6,216
+12% +$123K 0.12% 203
2016
Q4 		$1M Buy
53,850
+5,046
+10% +$93.3K 0.11% 212
2016
Q3 		$913K Sell
48,804
-122,820
-72% -$2.29M 0.11% 212
2016
Q2 		$3.07M Buy
171,624
+9,108
+6% +$162K 0.4% 49
2016
Q1 		$2.88M Sell
162,516
-5,376
-3% -$90.1K 0.39% 52
2015
Q4 		$2.98M Buy
167,892
+3,078
+2% +$55.1K 0.42% 47
2015
Q3 		$2.75M Sell
164,814
-3,024
-2% -$53.6K 0.44% 45
2015
Q2 		$3M Sell
167,838
-6,528
-4% -$119K 0.41% 53
2015
Q1 		$3.04M Buy
174,366
+1,578
+0.9% +$28K 0.4% 46
2014
Q4 		$3.01M Buy
+172,788
New +$2.94M 0.4% 55

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Growth ETF (VUG) stake by 6.1% in Q1 2026, buying an estimated $502K and bringing the position to 111,936 shares worth $8.15M. The position accounts for 0.23% of the portfolio, ranked #80.

Sigma Planning Corp first reported a position in VUG in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.58M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Sigma Planning Corp held 111,936 shares of Vanguard Growth ETF worth $8.15M as of Q1 2026.
  • Sigma Planning Corp bought 6,456 Vanguard Growth ETF shares in Q1 2026, an estimated $502K.
  • Vanguard Growth ETF made up 0.23% of Sigma Planning Corp's portfolio in Q1 2026, its #80 holding.
  • Sigma Planning Corp first reported a position in Vanguard Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Vanguard Growth ETF position peaked at $8.58M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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