Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

SecurityVTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership57,145 shares
Latest Disclosed Value $ 18,332,764
Sigma Planning Corp reports 31.95% increase in ownership of VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 57,145 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) valued at $18,332,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 43,308 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 31.95% during the quarter. The current value of the position is $21,237,939 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 TOTAL STK MKT 922908769 57,145 13,837 31.95 18,333 26.05 0.5092
2026-01-30 2025-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 43,308 4,035 10.27 14,544 12.83 0.4015
2025-11-10 2025-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 39,273 -4,273 -9.81 12,891 -2.62 0.3665
2025-08-05 2025-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 43,546 -3,583 -7.60 13,237 2.20 0.3980
2025-05-02 2025-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 47,129 1,092 2.37 12,953 -2.92 0.4131
2025-02-03 2024-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 46,037 -1,252 -2.65 13,342 -0.38 0.4190
2024-11-04 2024-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 47,289 -366 -0.77 13,392 5.04 0.4102
2024-08-06 2024-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 47,655 -2,015 -4.06 12,750 -1.23 0.4040
2024-05-02 2024-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 49,670 26,398 113.43 12,909 133.86 0.4057
2024-02-01 2023-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 23,272 -17,291 -42.63 5,521 -35.93 0.4319
2023-11-06 2023-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 40,563 2,272 5.93 8,616 2.16 0.3230
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 38,291 -5,061 -11.67 8,435 -4.68 0.3029
2023-05-08 2023-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 43,352 1,370 3.26 8,848 10.24 0.2940
2023-01-24 2022-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 41,982 53 0.13 8,027 6.66 0.2870
2022-11-10 2022-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 41,929 950 2.32 7,525 -2.65 0.2868
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 40,979 2,851 7.48 7,730 -10.95 0.2687
2022-04-20 2022-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 38,128 -789 -2.03 8,681 -7.61 0.2601
2022-02-02 2021-12-31 13F VANGUARD TOTAL STK MKT ETF 922908769 38,917 5,309 15.80 9,396 25.90 0.2619
2021-10-28 2021-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 33,608 1,416 4.40 7,463 4.04 0.2245
2021-08-13 2021-06-30 13F VANGUARD TOTAL STK MKT ETF 922908769 32,192 1,181 3.81 7,173 11.90 0.2138
2021-05-06 2021-03-31 13F VANGUARD TOTAL STK MKT ETF 922908769 31,011 159 0.52 6,410 6.74 0.2048
2021-02-09 2020-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 30,852 99 0.32 6,005 14.64 0.2042
2020-11-03 2020-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 30,753 580 1.92 5,238 10.90 0.2073
2020-07-31 2020-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 30,173 -1,907 -5.94 4,723 14.22 0.2073
2020-05-01 2020-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,080 -4,014 -11.12 4,135 -29.99 0.2455
2020-02-03 2019-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 36,094 3,371 10.30 5,906 19.53 0.2492
2019-11-01 2019-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,723 252 0.78 4,941 1.37 0.2371
2019-08-01 2019-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,471 1,761 5.73 4,874 9.68 0.2511
2019-05-01 2019-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 30,710 -6,614 -17.72 4,444 -6.72 0.2523
2019-01-31 2018-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 37,324 -1,855 -4.73 4,764 -18.74 0.3465
2018-11-07 2018-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 39,179 4,467 12.87 5,863 20.27 0.3447
2018-08-02 2018-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 34,712 1,782 5.41 4,875 9.08 0.3264
2018-05-11 2018-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,930 4,483 15.76 4,469 14.47 0.3268
2018-02-07 2017-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 28,447 -107 -0.37 3,904 5.57 0.3007
2017-11-06 2017-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 28,554 -575 -1.97 3,698 2.01 0.3050
2017-08-02 2017-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 29,129 266 0.92 3,625 3.51 0.3406
2017-04-24 2017-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 28,863 -296 -1.02 3,502 4.13 0.3391
2017-01-23 2016-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 29,159 -2,558 -8.07 3,363 -4.76 0.3676
2016-11-07 2016-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,717 3,399 12.00 3,531 16.34 0.4186
2016-07-22 2016-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 28,318 6,136 27.66 3,035 30.54 0.3956
2016-04-18 2016-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 22,182 -9,376 -29.71 2,325 -29.37 0.3178
2016-01-20 2015-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,558 4,222 15.44 3,292 21.97 0.4608
2015-11-02 2015-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 27,336 4,460 19.50 2,699 10.25 0.4276
2015-07-14 2015-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 22,876 1,833 8.71 2,448 8.46 0.3379
2015-04-23 2015-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 21,043 2,169 11.49 2,257 12.79 0.2990
2015-02-13 2014-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 18,874 18,874 2,001 0.2645
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.