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Disclosery

Sigma Planning Corp: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on VUG, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 120,138 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,138 shares
    Change vs previous 13F +101,482 shares

    0.26% of the 13F portfolio, value $10,348,668.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,656 shares
    Change vs previous 13F +1,076 shares

    0.23% of the 13F portfolio, value $8,148,686.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,580 shares
    Change vs previous 13F +994 shares

    0.24% of the 13F portfolio, value $8,576,426.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,586 shares
    Change vs previous 13F +2,120 shares

    0.23% of the 13F portfolio, value $7,955,837.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,466 shares
    Change vs previous 13F +352 shares

    0.19% of the 13F portfolio, value $6,342,710.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,114 shares
    Change vs previous 13F +2,593 shares

    0.17% of the 13F portfolio, value $5,233,813.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,521 shares
    Change vs previous 13F -679 shares

    0.15% of the 13F portfolio, value $4,728,871.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,200 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,684,127.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).