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Sigma Planning Corp

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1449126 ANN ARBOR, MI

Position in VB

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$8,971,283
+$2,915,649 QoQ
Shares Held
34,252
+45.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,971,283 34,252
2025-12-31 $6,055,634 23,476
2025-09-30 $5,900,058 23,203
2025-06-30 $5,822,598 24,570
2025-03-31 $5,599,187 25,250
2024-12-31 $5,159,532 21,473
2024-09-30 $4,910,247 20,700
2024-06-30 $4,576,223 20,988
2024-03-31 $4,568,142 19,984
2023-12-31 $1,584,615 7,428
2023-09-30 $3,797,849 20,087
2023-06-30 $4,128,558 20,758
2023-03-31 $8,047,959 42,456
2022-12-31 $8,245,167 44,923
2022-09-30 $7,864,936 46,018
2022-06-30 $8,446,059 47,959
2022-03-31 $9,383,820 44,155
2021-12-31 $9,508,918 42,073
2021-09-30 $8,634,622 39,487
2021-06-30 $8,498,012 37,722
2021-03-31 $7,589,564 35,452
2020-12-31 $6,938,200 35,639
2020-09-30 $5,179,984 33,680
2020-06-30 $4,779,324 32,798
2020-03-31 $3,417,947 29,608