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Sigma Planning Corp’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sigma Planning Corp’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$377K Buy
6,337
+679
+12% +$40.7K 0.01% 958
2025
Q4 		$339K Buy
5,658
+127
+2% +$7.64K 0.01% 963
2025
Q3 		$332K Buy
5,531
+758
+16% +$45.3K 0.01% 993
2025
Q2 		$285K Sell
4,773
-86
-2% -$5.09K 0.01% 1012
2025
Q1 		$289K Buy
4,859
+71
+1% +$4.15K 0.01% 960
2024
Q4 		$278K Buy
+4,788
New +$281K 0.01% 961
2023
Q1 		– Sell
-3,528
Closed -$206K – 1363
2022
Q4 		$206K Buy
3,528
+48
+1% +$2.81K 0.01% 1120
2022
Q3 		$203K Buy
+3,480
New +$211K 0.01% 1120
2022
Q2 		– Sell
-3,237
Closed -$204K – 1442
2022
Q1 		$204K Sell
3,237
-2,300
-42% -$149K 0.01% 1253
2021
Q4 		$368K Buy
5,537
+152
+3% +$10.2K 0.01% 980
2021
Q3 		$364K Buy
5,385
+372
+7% +$25.4K 0.01% 960
2021
Q2 		$340K Sell
5,013
-1,190
-19% -$80.5K 0.01% 1018
2021
Q1 		$417K Sell
6,203
-237
-4% -$16.2K 0.01% 846
2020
Q4 		$447K Sell
6,440
-3,922
-38% -$274K 0.02% 741
2020
Q3 		$730K Sell
10,362
-14,447
-58% -$1.02M 0.03% 484
2020
Q2 		$1.75M Buy
+24,809
New +$1.75M 0.08% 264

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Sigma Planning Corp's VGIT Position: Q1 2026 in Review

Sigma Planning Corp increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 12% in Q1 2026, buying an estimated $40.7K and bringing the position to 6,337 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #958.

Sigma Planning Corp first reported a position in VGIT in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.75M in Q2 2020. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Sigma Planning Corp held 6,337 shares of Vanguard Intermediate-Term Treasury ETF worth $377K as of Q1 2026.
  • Sigma Planning Corp bought 679 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $40.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #958 holding.
  • Sigma Planning Corp first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 16 quarters since.
  • Sigma Planning Corp's Vanguard Intermediate-Term Treasury ETF position peaked at $1.75M in Q2 2020.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.