Sigma Planning Corp
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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
Q3 		$285K Sell
5,033
-2,429
-33% -$141K 0.01% 1086
2026
Q2 		$440K Buy
7,462
+1,125
+18% +$66.5K 0.01% 974
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Sigma Planning Corp's VGIT Position: Q3 2026 in Review

Sigma Planning Corp reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 33% in Q3 2026, selling an estimated $141K and leaving 5,033 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1086.

Sigma Planning Corp first reported a position in VGIT in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.75M in Q2 2020. 656 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Sigma Planning Corp held 5,033 shares of Vanguard Intermediate-Term Treasury ETF worth $285K as of Q3 2026.
  • Sigma Planning Corp sold 2,429 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $141K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1086 holding.
  • Sigma Planning Corp first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 18 quarters since.
  • Sigma Planning Corp's Vanguard Intermediate-Term Treasury ETF position peaked at $1.75M in Q2 2020.
  • 656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.