Sigma Planning Corp’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sigma Planning Corp’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.81M	Sell	83,545 -14,325	-15%	-$830K	0.12%	174
2026 Q2	$5.7M	Buy	97,870 +58,183	+147%	+$3.39M	0.14%	152
2026 Q1	$2.32M	Buy	39,687 +6,808	+21%	+$400K	0.06%	309
2025 Q4	$1.93M	Sell	32,879 -122	-0.4%	-$7.17K	0.05%	344
2025 Q3	$1.94M	Buy	33,001 +322	+1%	+$18.9K	0.06%	330
2025 Q2	$1.92M	Buy	32,679 +3,182	+11%	+$186K	0.06%	317
2025 Q1	$1.73M	Buy	29,497 +557	+2%	+$32.5K	0.06%	319
2024 Q4	$1.68M	Buy	28,940 +350	+1%	+$20.4K	0.05%	326
2024 Q3	$1.69M	Sell	28,590 -4,103	-13%	-$240K	0.05%	339
2024 Q2	$1.9M	Sell	32,693 -2,834	-8%	-$164K	0.06%	309
2024 Q1	$2.06M	Buy	35,527 +23,187	+188%	+$1.35M	0.06%	313
2023 Q4	$720K	Sell	12,340 -19,889	-62%	-$1.15M	0.06%	341
2023 Q3	$1.86M	Buy	32,229 +372	+1%	+$21.4K	0.07%	286
2023 Q2	$1.84M	Sell	31,857 -14,573	-31%	-$849K	0.07%	296
2023 Q1	$2.72M	Buy	46,430 +11,622	+33%	+$675K	0.09%	231
2022 Q4	$2.01M	Buy	34,808 +15,698	+82%	+$907K	0.07%	281
2022 Q3	$1.1M	Buy	19,110 +8,198	+75%	+$480K	0.04%	426
2022 Q2	$642K	Buy	+10,912	New	+$644K	0.02%	649
2021 Q1	–	Sell	-3,817	Closed	-$235K	–	1413
2020 Q4	$235K	Sell	3,817 -15,717	-80%	-$974K	0.01%	1016
2020 Q3	$1.21M	Buy	19,534 +16,158	+479%	+$1M	0.05%	350
2020 Q2	$210K	Sell	3,376 -2,751	-45%	-$171K	0.01%	922
2020 Q1	$382K	Buy	+6,127	New	+$376K	0.02%	569
2018 Q1	–	Sell	-3,722	Closed	-$224K	–	919
2017 Q4	$224K	Buy	3,722 +235	+7%	+$14.2K	0.02%	727
2017 Q3	$212K	Buy	3,487 +5	+0.1%	+$304	0.02%	751
2017 Q2	$212K	Sell	3,482 -218	-6%	-$13.3K	0.02%	683
2017 Q1	$225K	Sell	3,700 -815	-18%	-$49.5K	0.02%	662
2016 Q4	$275K	Buy	4,515 +1,173	+35%	+$71.4K	0.03%	551
2016 Q3	$205K	Buy	+3,342	New	+$205K	0.02%	651

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

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

Sigma Planning Corp reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q3 2026, selling an estimated $830K and leaving 83,545 shares worth $4.81M. The position accounts for 0.12% of the portfolio, ranked #174.

Sigma Planning Corp first reported a position in VGSH in Q3 2016 and has held it in 28 quarters since. The position peaked at $5.7M in Q2 2026. 363 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Sigma Planning Corp held 83,545 shares of Vanguard Short-Term Treasury ETF worth $4.81M as of Q3 2026.
Sigma Planning Corp sold 14,325 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $830K.
Vanguard Short-Term Treasury ETF made up 0.12% of Sigma Planning Corp's portfolio in Q3 2026, its #174 holding.
Sigma Planning Corp first reported a position in Vanguard Short-Term Treasury ETF in Q3 2016 and has held it in 28 quarters since.
Sigma Planning Corp's Vanguard Short-Term Treasury ETF position peaked at $5.7M in Q2 2026.
363 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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