Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

SecurityVOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership9,753 shares
Latest Disclosed Value $ 2,509,816
Sigma Planning Corp reports 44.70% increase in ownership of VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 9,753 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) valued at $2,509,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 6,740 shares of Vanguard Index Funds - Vanguard Mid-Cap Growth ETF. This represents a change in shares of 44.70% during the quarter. The current value of the position is $2,945,113 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,753 3,013 44.70 2,510 33.39 0.0697
2026-01-30 2025-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,740 676 11.15 1,881 5.61 0.0519
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,064 -59 -0.96 1,782 2.30 0.0506
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,123 424 7.44 1,741 24.89 0.0524
2025-05-02 2025-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,699 505 9.72 1,394 5.77 0.0445
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,194 -672 -11.46 1,318 -7.70 0.0414
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,866 90 1.56 1,428 7.77 0.0437
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,776 -105 -1.79 1,326 -4.40 0.0420
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,881 4,838 463.85 1,387 505.24 0.0436
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1,043 -4,357 -80.69 229 -78.21 0.0179
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,400 -336 -5.86 1,052 -10.93 0.0394
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,736 -1,591 -21.71 1,180 -17.31 0.0424
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 7,327 448 6.51 1,428 15.45 0.0475
2023-01-24 2022-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,879 810 13.35 1,237 19.42 0.0442
2022-11-10 2022-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,069 206 3.51 1,035 0.68 0.0395
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,863 -61 -1.03 1,028 -22.12 0.0357
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,924 -175 -2.87 1,320 -15.00 0.0395
2022-02-02 2021-12-31 13F VANGUARD MID CAP GROWTH ETF ETF 922908538 6,099 146 2.45 1,553 10.38 0.0433
2021-10-28 2021-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,953 -568 -8.71 1,407 -8.70 0.0423
2021-08-13 2021-06-30 13F VANGUARD MID CAP GROWTH ETF ETF 922908538 6,521 -6,053 -48.14 1,541 -42.88 0.0459
2021-05-06 2021-03-31 13F VANGUARD MID CAP GROWTH ETF ETF 922908538 12,574 841 7.17 2,698 8.44 0.0862
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,733 1,382 13.35 2,488 33.40 0.0846
2020-11-03 2020-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,351 -1,432 -12.15 1,865 -4.11 0.0738
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,783 275 2.39 1,945 33.40 0.0854
2020-05-01 2020-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 11,508 602 5.52 1,458 -15.82 0.0866
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 10,906 1,797 19.73 1,732 28.39 0.0731
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,109 -353 -3.73 1,349 -4.53 0.0647
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9,462 2,798 41.99 1,413 48.58 0.0728
2019-05-01 2019-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,664 331 5.23 951 25.46 0.0540
2019-01-31 2018-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,333 -174 -2.67 758 -18.23 0.0551
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,507 -856 -11.63 927 -6.36 0.0545
2018-08-02 2018-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 7,363 368 5.26 990 9.15 0.0663
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,995 346 5.20 907 6.83 0.0663
2018-02-07 2017-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,649 -6 -0.09 849 4.81 0.0654
2017-11-06 2017-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6,655 1,235 22.79 810 26.96 0.0668
2017-08-02 2017-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,420 294 5.74 638 10.19 0.0599
2017-04-24 2017-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,126 65 1.28 579 8.22 0.0561
2017-01-23 2016-12-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,061 -108 -2.09 535 -2.73 0.0585
2016-11-07 2016-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 5,169 374 7.80 550 12.47 0.0652
2016-07-22 2016-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,795 -34 -0.70 489 1.03 0.0637
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,829 4,829 0.00 484 0.0662
2015-11-02 2015-09-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 0 -4,266 -100.00 0 -100.00
2015-07-14 2015-06-30 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,266 496 13.16 455 11.79 0.0628
2015-04-23 2015-03-31 13F VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3,770 3,770 407 0.0539
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.