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Perigon Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Perigon Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2M Sell
152,212
-20,872
-12% -$1.55M 0.2% 100
2025
Q4 		$12.8M Sell
173,084
-4,166
-2% -$310K 0.23% 89
2025
Q3 		$13.2M Buy
177,250
+6,157
+4% +$453K 0.27% 76
2025
Q2 		$12.6M Buy
171,093
+26,496
+18% +$1.93M 0.29% 68
2025
Q1 		$10.6M Buy
144,597
+8,793
+6% +$638K 0.27% 80
2024
Q4 		$9.77M Buy
135,804
+28,360
+26% +$2.07M 0.24% 92
2024
Q3 		$8.07M Sell
107,444
-33,077
-24% -$2.45M 0.21% 104
2024
Q2 		$10.1M Sell
140,521
-1,248
-0.9% -$89.4K 0.29% 72
2024
Q1 		$10.3M Sell
141,769
-166,490
-54% -$12.1M 0.31% 68
2023
Q4 		$22.7M Buy
308,259
+4,316
+1% +$305K 0.74% 22
2023
Q3 		$21.2M Buy
303,943
+5,425
+2% +$387K 0.86% 18
2023
Q2 		$21.7M Buy
298,518
+6,408
+2% +$469K 0.85% 16
2023
Q1 		$21.6M Buy
292,110
+416
+0.1% +$30.4K 1.23% 12
2022
Q4 		$21M Buy
291,694
+171,680
+143% +$12.3M 1.3% 12
2022
Q3 		$8.56M Sell
120,014
-7,324
-6% -$548K 0.74% 19
2022
Q2 		$9.58M Buy
127,338
+57,686
+83% +$4.39M 0.8% 18
2022
Q1 		$5.54M Sell
69,652
-12,330
-15% -$1.01M 0.39% 50
2021
Q4 		$6.95M Buy
81,982
+4,295
+6% +$366K 0.5% 36
2021
Q3 		$6.64M Sell
77,687
-729
-0.9% -$62.9K 0.58% 33
2021
Q2 		$6.74M Sell
78,416
-11,636
-13% -$992K 0.6% 31
2021
Q1 		$7.63M Buy
90,052
+1,717
+2% +$148K 0.78% 23
2020
Q4 		$7.79M Buy
88,335
+955
+1% +$84K 0.91% 19
2020
Q3 		$7.71M Buy
87,380
+3,399
+4% +$301K 1.08% 16
2020
Q2 		$7.42M Buy
83,981
+4,649
+6% +$406K 1.18% 15
2020
Q1 		$6.94M Buy
79,332
+59,761
+305% +$5.08M 1.29% 16
2019
Q4 		$1.65M Buy
19,571
+615
+3% +$51.7K 0.34% 58
2019
Q3 		$1.59M Sell
18,956
-2,473
-12% -$207K 0.37% 56
2019
Q2 		$1.78M Sell
21,429
-785
-4% -$63.9K 0.42% 50
2019
Q1 		$1.8M Buy
22,214
+6,743
+44% +$539K 0.42% 48
2018
Q4 		$1.23M Buy
15,471
+1,495
+11% +$117K 0.31% 60
2018
Q3 		$1.1M Buy
13,976
+2,006
+17% +$159K 0.27% 68
2018
Q2 		$948K Sell
11,970
-12,032
-50% -$951K 0.29% 77
2018
Q1 		$1.92M Buy
24,002
+150
+0.6% +$12K 0.71% 40
2017
Q4 		$1.95M Sell
23,852
-630
-3% -$51.5K 0.73% 40
2017
Q3 		$2.01M Buy
24,482
+16,456
+205% +$1.35M 0.65% 38
2017
Q2 		$657K Buy
8,026
+836
+12% +$68.3K 0.14% 151
2017
Q1 		$583K Buy
7,190
+11
+0.2% +$890 0.12% 166
2016
Q4 		$580K Buy
7,179
+299
+4% +$24.5K 0.13% 160
2016
Q3 		$579K Buy
6,880
+2,752
+67% +$232K 0.15% 134
2016
Q2 		$348K Buy
+4,128
New +$343K 0.09% 162
2016
Q1 		– Sell
-3,900
Closed -$315K – 268
2015
Q4 		$315K Buy
3,900
+466
+14% +$37.9K 0.09% 172
2015
Q3 		$281K Buy
+3,434
New +$280K 0.08% 176

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perigon Wealth Management's BND Position: Q1 2026 in Review

Perigon Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 12% in Q1 2026, selling an estimated $1.55M and leaving 152,212 shares worth $11.2M. The position accounts for 0.2% of the portfolio, ranked #100.

Perigon Wealth Management first reported a position in BND in Q3 2015 and has held it in 42 quarters since. The position peaked at $22.7M in Q4 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Perigon Wealth Management held 152,212 shares of Vanguard Total Bond Market worth $11.2M as of Q1 2026.
  • Perigon Wealth Management sold 20,872 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.55M.
  • Vanguard Total Bond Market made up 0.2% of Perigon Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Perigon Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2015 and has held it in 42 quarters since.
  • Perigon Wealth Management's Vanguard Total Bond Market position peaked at $22.7M in Q4 2023.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.