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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sigma Planning Corp's VGIT Position: Q2 2026 in Review

Sigma Planning Corp increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 18% in Q2 2026, buying an estimated $66.5K and bringing the position to 7,462 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #974.

Sigma Planning Corp first reported a position in VGIT in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.75M in Q2 2020. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Sigma Planning Corp held 7,462 shares of Vanguard Intermediate-Term Treasury ETF worth $440K as of Q2 2026.
Sigma Planning Corp bought 1,125 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $66.5K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #974 holding.
Sigma Planning Corp first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 17 quarters since.
Sigma Planning Corp's Vanguard Intermediate-Term Treasury ETF position peaked at $1.75M in Q2 2020.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.