Sigma Planning Corp’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Sell |
4,055
-334
| -8% | -$105K | 0.03% | 495 |
|
|
2025
Q4 | $1.38M | Sell |
4,389
-273
| -6% | -$85.3K | 0.04% | 424 |
|
|
2025
Q3 | $1.44M | Sell |
4,662
-479
| -9% | -$142K | 0.04% | 415 |
|
|
2025
Q2 | $1.47M | Sell |
5,141
-26
| -0.5% | -$6.85K | 0.04% | 380 |
|
|
2025
Q1 | $1.33M | Buy |
5,167
+41
| +0.8% | +$11.1K | 0.04% | 390 |
|
|
2024
Q4 | $1.38M | Sell |
5,126
-294
| -5% | -$79.7K | 0.04% | 381 |
|
|
2024
Q3 | $1.43M | Sell |
5,420
-36
| -0.7% | -$9.13K | 0.04% | 383 |
|
|
2024
Q2 | $1.36M | Sell |
5,456
-42
| -0.8% | -$10.1K | 0.04% | 386 |
|
|
2024
Q1 | $1.32M | Buy |
5,498
+2,870
| +109% | +$657K | 0.04% | 420 |
|
|
2023
Q4 | $573K | Sell |
2,628
-1,664
| -39% | -$340K | 0.04% | 416 |
|
|
2023
Q3 | $840K | Sell |
4,292
-509
| -11% | -$104K | 0.03% | 515 |
|
|
2023
Q2 | $973K | Sell |
4,801
-5,316
| -53% | -$1.02M | 0.03% | 463 |
|
|
2023
Q1 | $1.89M | Buy |
10,117
+1,815
| +22% | +$330K | 0.06% | 314 |
|
|
2022
Q4 | $1.45M | Buy |
8,302
+2,442
| +42% | +$428K | 0.05% | 364 |
|
|
2022
Q3 | $958K | Buy |
5,860
+837
| +17% | +$152K | 0.04% | 478 |
|
|
2022
Q2 | $866K | Buy |
5,023
+303
| +6% | +$56.9K | 0.03% | 527 |
|
|
2022
Q1 | $984K | Sell |
4,720
-3,637
| -44% | -$747K | 0.03% | 546 |
|
|
2021
Q4 | $1.85M | Sell |
8,357
-59
| -0.7% | -$12.7K | 0.05% | 341 |
|
|
2021
Q3 | $1.69M | Sell |
8,416
-4
| -0% | -$827 | 0.05% | 371 |
|
|
2021
Q2 | $1.69M | Buy |
8,420
+318
| +4% | +$62.1K | 0.05% | 373 |
|
|
2021
Q1 | $1.5M | Buy |
8,102
+3,976
| +96% | +$721K | 0.05% | 377 |
|
|
2020
Q4 | $725K | Buy |
4,126
+605
| +17% | +$101K | 0.02% | 547 |
|
|
2020
Q3 | $551K | Buy |
3,521
+1,262
| +56% | +$195K | 0.02% | 572 |
|
|
2020
Q2 | $323K | Buy |
2,259
+18
| +0.8% | +$2.43K | 0.01% | 752 |
|
|
2020
Q1 | $265K | Buy |
2,241
+676
| +43% | +$95K | 0.02% | 693 |
|
|
2019
Q4 | $231K | Buy |
+1,565
| New | +$221K | 0.01% | 907 |
|
|
2019
Q3 | – | Sell |
-1,488
| Closed | -$201K | – | 1071 |
|
|
2019
Q2 | $201K | Sell |
1,488
-233
| -14% | -$30.8K | 0.01% | 914 |
|
|
2019
Q1 | $223K | Buy |
+1,721
| New | +$215K | 0.01% | 806 |
|
|
2018
Q4 | – | Sell |
-2,037
| Closed | -$272K | – | 987 |
|
|
2018
Q3 | $272K | Sell |
2,037
-781
| -28% | -$102K | 0.02% | 740 |
|
|
2018
Q2 | $352K | Buy |
2,818
+180
| +7% | +$22.4K | 0.02% | 579 |
|
|
2018
Q1 | $320K | Buy |
2,638
+59
| +2% | +$7.41K | 0.02% | 587 |
|
|
2017
Q4 | $316K | Buy |
2,579
+336
| +15% | +$40.2K | 0.02% | 583 |
|
|
2017
Q3 | $259K | Sell |
2,243
-217
| -9% | -$24.6K | 0.02% | 661 |
|
|
2017
Q2 | $273K | Buy |
2,460
+328
| +15% | +$36.1K | 0.03% | 599 |
|
|
2017
Q1 | $231K | Buy |
+2,132
| New | +$227K | 0.02% | 652 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
Sigma Planning Corp's VV Position: Q1 2026 in Review
Sigma Planning Corp reduced its Vanguard Large-Cap ETF (VV) stake by 7.6% in Q1 2026, selling an estimated $105K and leaving 4,055 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #495.
Sigma Planning Corp first reported a position in VV in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.89M in Q1 2023. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.
- Sigma Planning Corp held 4,055 shares of Vanguard Large-Cap ETF worth $1.21M as of Q1 2026.
- Sigma Planning Corp sold 334 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $105K.
- Vanguard Large-Cap ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #495 holding.
- Sigma Planning Corp first reported a position in Vanguard Large-Cap ETF in Q1 2017 and has held it in 35 quarters since.
- Sigma Planning Corp's Vanguard Large-Cap ETF position peaked at $1.89M in Q1 2023.
- 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.