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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Sigma Planning Corp increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 147% in Q2 2026, buying an estimated $3.39M and bringing the position to 97,870 shares worth $5.7M. The position accounts for 0.14% of the portfolio, ranked #152.

Sigma Planning Corp first reported a position in VGSH in Q3 2016 and has held it in 27 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Sigma Planning Corp held 97,870 shares of Vanguard Short-Term Treasury ETF worth $5.7M as of Q2 2026.
  • Sigma Planning Corp bought 58,183 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.39M.
  • Vanguard Short-Term Treasury ETF made up 0.14% of Sigma Planning Corp's portfolio in Q2 2026, its #152 holding.
  • Sigma Planning Corp first reported a position in Vanguard Short-Term Treasury ETF in Q3 2016 and has held it in 27 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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