Sigma Planning Corp
VTEB icon

Sigma Planning Corp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sigma Planning Corp’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$428K Sell
8,728
-6,245
-42% -$308K 0.01% 913
2026
Q2 		$757K Sell
14,973
-11,596
-44% -$583K 0.02% 716
2026
Q1 		$1.33M Buy
26,569
+705
+3% +$35.6K 0.04% 461
2025
Q4 		$1.3M Buy
25,864
+3,793
+17% +$191K 0.04% 451
2025
Q3 		$1.11M Buy
22,071
+3,845
+21% +$189K 0.03% 495
2025
Q2 		$894K Buy
18,226
+373
+2% +$18.2K 0.03% 535
2025
Q1 		$886K Buy
17,853
+1,732
+11% +$86.7K 0.03% 530
2024
Q4 		$808K Buy
16,121
+9,798
+155% +$495K 0.03% 568
2024
Q3 		$323K Sell
6,323
-533
-8% -$27K 0.01% 929
2024
Q2 		$344K Sell
6,856
-841
-11% -$42.1K 0.01% 867
2024
Q1 		$389K Buy
+7,697
New +$390K 0.01% 861
2023
Q4 		– Sell
-9,944
Closed -$478K – 1177
2023
Q3 		$478K Buy
9,944
+603
+6% +$29.9K 0.02% 740
2023
Q2 		$469K Sell
9,341
-1,042
-10% -$52.4K 0.02% 755
2023
Q1 		$526K Buy
10,383
+415
+4% +$20.8K 0.02% 772
2022
Q4 		$493K Sell
9,968
-662
-6% -$32.4K 0.02% 767
2022
Q3 		$512K Sell
10,630
-1,629
-13% -$81.4K 0.02% 722
2022
Q2 		$612K Sell
12,259
-2,446
-17% -$123K 0.02% 676
2022
Q1 		$758K Sell
14,705
-14,882
-50% -$792K 0.02% 654
2021
Q4 		$1.62M Buy
29,587
+365
+1% +$20K 0.05% 378
2021
Q3 		$1.6M Buy
29,222
+2,537
+10% +$140K 0.05% 387
2021
Q2 		$1.48M Buy
26,685
+2,469
+10% +$136K 0.04% 417
2021
Q1 		$1.32M Buy
24,216
+9,003
+59% +$495K 0.04% 413
2020
Q4 		$840K Sell
15,213
-612
-4% -$33.4K 0.03% 493
2020
Q3 		$862K Buy
15,825
+2,001
+14% +$109K 0.03% 443
2020
Q2 		$748K Buy
13,824
+6,364
+85% +$339K 0.03% 463
2020
Q1 		$395K Buy
+7,460
New +$399K 0.02% 559

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Sigma Planning Corp reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q3 2026, selling an estimated $308K and leaving 8,728 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #913.

Sigma Planning Corp first reported a position in VTEB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.62M in Q4 2021. 911 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Sigma Planning Corp held 8,728 shares of Vanguard Tax-Exempt Bond Index Fund worth $428K as of Q3 2026.
  • Sigma Planning Corp sold 6,245 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $308K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #913 holding.
  • Sigma Planning Corp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 26 quarters since.
  • Sigma Planning Corp's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.62M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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