Sigma Planning Corp
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Sigma Planning Corp’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sigma Planning Corp’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.97M Buy
51,384
+21,415
+71% +$3.47M 0.21% 92
2026
Q2 		$4.74M Buy
29,969
+2,936
+11% +$459K 0.12% 179
2026
Q1 		$4M Buy
27,033
+222
+0.8% +$33.4K 0.11% 194
2025
Q4 		$3.85M Buy
26,811
+1,025
+4% +$146K 0.11% 203
2025
Q3 		$3.63M Sell
25,786
-3,057
-11% -$420K 0.1% 208
2025
Q2 		$3.85M Sell
28,843
-4,945
-15% -$626K 0.12% 181
2025
Q1 		$4.36M Sell
33,788
-2,872
-8% -$376K 0.14% 147
2024
Q4 		$4.68M Sell
36,660
-1,916
-5% -$250K 0.15% 144
2024
Q3 		$4.95M Buy
38,576
+35
+0.1% +$4.32K 0.15% 125
2024
Q2 		$4.57M Buy
38,541
+425
+1% +$50.4K 0.14% 137
2024
Q1 		$4.61M Buy
38,116
+19,928
+110% +$2.28M 0.14% 139
2023
Q4 		$2.03M Sell
18,188
-27,468
-60% -$2.89M 0.16% 127
2023
Q3 		$4.72M Sell
45,656
-9,265
-17% -$994K 0.18% 114
2023
Q2 		$5.83M Sell
54,921
-11,745
-18% -$1.23M 0.21% 98
2023
Q1 		$7.03M Sell
66,666
-3,439
-5% -$370K 0.23% 91
2022
Q4 		$7.59M Sell
70,105
-6,459
-8% -$687K 0.27% 78
2022
Q3 		$7.26M Buy
76,564
+6,919
+10% +$720K 0.28% 74
2022
Q2 		$7.08M Buy
69,645
+2,200
+3% +$238K 0.25% 78
2022
Q1 		$7.57M Buy
67,445
+14,385
+27% +$1.6M 0.23% 84
2021
Q4 		$5.95M Buy
53,060
+1,690
+3% +$184K 0.17% 123
2021
Q3 		$5.31M Sell
51,370
-1,962
-4% -$207K 0.16% 136
2021
Q2 		$5.59M Buy
53,332
+459
+0.9% +$48.2K 0.17% 129
2021
Q1 		$5.34M Sell
52,873
-1,550
-3% -$150K 0.17% 141
2020
Q4 		$4.98M Buy
54,423
+577
+1% +$50.1K 0.17% 133
2020
Q3 		$4.36M Sell
53,846
-4,850
-8% -$397K 0.17% 125
2020
Q2 		$4.62M Buy
58,696
+6,932
+13% +$539K 0.2% 106
2020
Q1 		$3.66M Buy
51,764
+2,114
+4% +$182K 0.22% 98
2019
Q4 		$4.65M Buy
49,650
+1,755
+4% +$159K 0.2% 114
2019
Q3 		$4.25M Buy
47,895
+117
+0.2% +$10.2K 0.2% 116
2019
Q2 		$4.18M Buy
47,778
+882
+2% +$76.3K 0.22% 111
2019
Q1 		$4.02M Buy
46,896
+5,175
+12% +$432K 0.23% 106
2018
Q4 		$3.25M Buy
41,721
+2,710
+7% +$226K 0.24% 96
2018
Q3 		$3.4M Sell
39,011
-4,830
-11% -$418K 0.2% 109
2018
Q2 		$3.64M Sell
43,841
-2,751
-6% -$230K 0.24% 89
2018
Q1 		$3.84M Sell
46,592
-1,208
-3% -$104K 0.28% 77
2017
Q4 		$4.09M Buy
47,800
+2,769
+6% +$232K 0.32% 65
2017
Q3 		$3.65M Buy
45,031
+18
+0% +$1.43K 0.3% 66
2017
Q2 		$3.52M Sell
45,013
-1,212
-3% -$94.4K 0.33% 60
2017
Q1 		$3.59M Sell
46,225
-203
-0.4% -$15.7K 0.35% 57
2016
Q4 		$3.52M Sell
46,428
-243
-0.5% -$17.8K 0.38% 52
2016
Q3 		$3.37M Buy
46,671
+233
+0.5% +$16.9K 0.4% 53
2016
Q2 		$3.32M Buy
46,438
+971
+2% +$67.9K 0.43% 46
2016
Q1 		$3.14M Buy
45,467
+2,785
+7% +$182K 0.43% 47
2015
Q4 		$2.85M Buy
42,682
+7,667
+22% +$514K 0.4% 51
2015
Q3 		$2.19M Sell
35,015
-12,369
-26% -$814K 0.35% 63
2015
Q2 		$3.19M Buy
47,384
+2,115
+5% +$147K 0.44% 47
2015
Q1 		$3.09M Buy
45,269
+6,158
+16% +$423K 0.41% 43
2014
Q4 		$2.69M Buy
+39,111
New +$2.65M 0.36% 64

Other funds holding VYM

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Sigma Planning Corp's VYM Position: Q3 2026 in Review

Sigma Planning Corp increased its Vanguard High Dividend Yield ETF (VYM) stake by 71% in Q3 2026, buying an estimated $3.47M and bringing the position to 51,384 shares worth $7.97M. The position accounts for 0.21% of the portfolio, ranked #92.

Sigma Planning Corp first reported a position in VYM in Q4 2014 and has held it in 48 quarters since. 737 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

  • Sigma Planning Corp held 51,384 shares of Vanguard High Dividend Yield ETF worth $7.97M as of Q3 2026.
  • Sigma Planning Corp bought 21,415 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $3.47M.
  • Vanguard High Dividend Yield ETF made up 0.21% of Sigma Planning Corp's portfolio in Q3 2026, its #92 holding.
  • Sigma Planning Corp first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 48 quarters since.
  • 737 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.