Ownership history in Sigma Planning Corp · 45 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 80,619 | +859 | +1.1% | 1.39% | $50.5M | $627.13 |
| 2025 Q3 | REDUCED | 79,760 | -21,856 | -21.5% | 1.39% | $48.8M | $610.65 |
| 2025 Q2 | ADDED | 101,616 | +2,412 | +2.4% | 1.74% | $57.7M | $564.81 |
| 2025 Q1 | ADDED | 99,204 | +1,579 | +1.6% | 1.63% | $51.0M | $509.43 |
| 2024 Q4 | REDUCED | 97,625 | -9 | -0.0% | 1.65% | $52.6M | $532.26 |
| 2024 Q3 | ADDED | 97,634 | +4,078 | +4.4% | 1.58% | $51.5M | $519.60 |
| 2024 Q2 | ADDED | 93,556 | +1,953 | +2.1% | 1.48% | $46.8M | $490.95 |
| 2024 Q1 | ADDED | 91,603 | +54,065 | +144.0% | 1.38% | $44.0M | $470.20 |
| 2023 Q4 | REDUCED | 37,538 | -43,594 | -53.7% | 1.28% | $16.4M | $425.89 |
| 2023 Q3 | ADDED | 81,132 | +4,121 | +5.4% | 1.19% | $31.9M | $381.32 |
As of 2025 Q4 — sorted by position size