SPC
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Sigma Planning Corp’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sigma Planning Corp’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.72M Sell
54,539
-600
-1% -$29.8K 0.08% 274
2025
Q4 		$2.73M Buy
55,139
+2,715
+5% +$136K 0.08% 265
2025
Q3 		$2.65M Buy
52,424
+1,224
+2% +$61.6K 0.08% 265
2025
Q2 		$2.57M Buy
51,200
+2,527
+5% +$126K 0.08% 254
2025
Q1 		$2.43M Sell
48,673
-317
-0.6% -$15.6K 0.08% 247
2024
Q4 		$2.37M Sell
48,990
-3,639
-7% -$178K 0.07% 251
2024
Q3 		$2.6M Buy
52,629
+2,067
+4% +$101K 0.08% 238
2024
Q2 		$2.45M Buy
50,562
+7,496
+17% +$360K 0.08% 242
2024
Q1 		$2.06M Buy
43,066
+27,762
+181% +$1.32M 0.06% 314
2023
Q4 		$727K Sell
15,304
-9,919
-39% -$470K 0.06% 338
2023
Q3 		$1.19M Sell
25,223
-32,697
-56% -$1.54M 0.04% 400
2023
Q2 		$2.75M Buy
57,920
+1,420
+3% +$67.7K 0.1% 225
2023
Q1 		$2.7M Sell
56,500
-1,479
-3% -$69.6K 0.09% 235
2022
Q4 		$2.71M Buy
57,979
+5,315
+10% +$253K 0.1% 214
2022
Q3 		$2.53M Sell
52,664
-47,173
-47% -$2.34M 0.1% 209
2022
Q2 		$5M Buy
99,837
+58,395
+141% +$2.95M 0.17% 126
2022
Q1 		$2.12M Buy
41,442
+4,558
+12% +$234K 0.06% 298
2021
Q4 		$1.9M Buy
36,884
+4,351
+13% +$226K 0.05% 334
2021
Q3 		$1.71M Buy
32,533
+3,690
+13% +$194K 0.05% 364
2021
Q2 		$1.51M Buy
28,843
+5,769
+25% +$301K 0.05% 407
2021
Q1 		$1.19M Buy
23,074
+5,818
+34% +$299K 0.04% 446
2020
Q4 		$882K Sell
17,256
-212
-1% -$10.8K 0.03% 479
2020
Q3 		$891K Buy
17,468
+182
+1% +$9.23K 0.04% 432
2020
Q2 		$867K Buy
17,286
+1,339
+8% +$66.5K 0.04% 430
2020
Q1 		$777K Buy
15,947
+35
+0.2% +$1.72K 0.05% 375
2019
Q4 		$784K Buy
15,912
+508
+3% +$25K 0.03% 463
2019
Q3 		$756K Buy
15,404
+335
+2% +$16.6K 0.04% 448
2019
Q2 		$743K Buy
15,069
+1,733
+13% +$84.9K 0.04% 424
2019
Q1 		$649K Buy
13,336
+2,107
+19% +$102K 0.04% 439
2018
Q4 		$538K Buy
11,229
+872
+8% +$42K 0.04% 418
2018
Q3 		$501K Buy
10,357
+1,692
+20% +$82.6K 0.03% 488
2018
Q2 		$423K Buy
8,665
+1,491
+21% +$72.9K 0.03% 507
2018
Q1 		$351K Sell
7,174
-665
-8% -$32.4K 0.03% 551
2017
Q4 		$383K Sell
7,839
-182
-2% -$9K 0.03% 519
2017
Q3 		$397K Buy
+8,021
New +$396K 0.03% 506
2016
Q4 		– Sell
-11,109
Closed -$552K – 805
2016
Q3 		$552K Sell
11,109
-89
-0.8% -$4.4K 0.07% 317
2016
Q2 		$554K Buy
11,198
+3,778
+51% +$186K 0.07% 296
2016
Q1 		$365K Buy
7,420
+495
+7% +$24K 0.05% 391
2015
Q4 		$335K Buy
+6,925
New +$335K 0.05% 420

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sigma Planning Corp's VTIP Position: Q1 2026 in Review

Sigma Planning Corp reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.1% in Q1 2026, selling an estimated $29.8K and leaving 54,539 shares worth $2.72M. The position accounts for 0.08% of the portfolio, ranked #274.

Sigma Planning Corp first reported a position in VTIP in Q4 2015 and has held it in 39 quarters since. The position peaked at $5M in Q2 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Sigma Planning Corp held 54,539 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.72M as of Q1 2026.
  • Sigma Planning Corp sold 600 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $29.8K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Sigma Planning Corp's portfolio in Q1 2026, its #274 holding.
  • Sigma Planning Corp first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and has held it in 39 quarters since.
  • Sigma Planning Corp's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5M in Q2 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.