Perigon Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Perigon Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.9M	Buy	62,517 +4,312	+7%	+$340K	0.09%	222
2025 Q4	$4.59M	Sell	58,205 -5,363	-8%	-$423K	0.08%	226
2025 Q3	$5.02M	Sell	63,568 -24,579	-28%	-$1.93M	0.1%	189
2025 Q2	$6.94M	Sell	88,147 -16,689	-16%	-$1.3M	0.16%	131
2025 Q1	$8.21M	Sell	104,836 -6,266	-6%	-$486K	0.21%	110
2024 Q4	$8.59M	Sell	111,102 -7,049	-6%	-$547K	0.21%	101
2024 Q3	$9.3M	Sell	118,151 -57,688	-33%	-$4.49M	0.25%	87
2024 Q2	$13.5M	Sell	175,839 -2,432	-1%	-$186K	0.39%	52
2024 Q1	$13.7M	Buy	178,271 +752	+0.4%	+$57.7K	0.41%	49
2023 Q4	$13.7M	Buy	177,519 +5,710	+3%	+$432K	0.45%	47
2023 Q3	$12.9M	Buy	171,809 +3,252	+2%	+$245K	0.52%	43
2023 Q2	$12.7M	Buy	168,557 +101,237	+150%	+$7.72M	0.5%	45
2023 Q1	$5.15M	Buy	67,320 +5,790	+9%	+$439K	0.29%	78
2022 Q4	$4.63M	Sell	61,530 -15,474	-20%	-$1.16M	0.29%	84
2022 Q3	$5.76M	Buy	77,004 +2,779	+4%	+$212K	0.5%	40
2022 Q2	$5.7M	Sell	74,225 -2,053	-3%	-$158K	0.48%	40
2022 Q1	$5.94M	Buy	76,278 +1,032	+1%	+$81.9K	0.42%	43
2021 Q4	$6.08M	Buy	75,246 +24,570	+48%	+$2M	0.44%	42
2021 Q3	$4.15M	Buy	50,676 +1,917	+4%	+$158K	0.36%	59
2021 Q2	$4.01M	Sell	48,759 -3,668	-7%	-$302K	0.36%	57
2021 Q1	$4.31M	Buy	52,427 +796	+2%	+$65.7K	0.44%	46
2020 Q4	$4.28M	Buy	51,631 +28,495	+123%	+$2.36M	0.5%	37
2020 Q3	$1.92M	Buy	23,136 +4,774	+26%	+$397K	0.27%	69
2020 Q2	$1.53M	Sell	18,362 -5,473	-23%	-$453K	0.24%	76
2020 Q1	$1.97M	Buy	23,835 +17,249	+262%	+$1.4M	0.37%	56
2019 Q4	$532K	Buy	+6,586	New	+$532K	0.11%	135
2018 Q3	–	Sell	-2,722	Closed	-$213K	–	241
2018 Q2	$213K	Buy	2,722 +1,976	+265%	+$154K	0.06%	229
2018 Q1	$58K	Sell	746 -394	-35%	-$31K	0.02%	292
2017 Q4	$90K	Sell	1,140 -2,853	-71%	-$227K	0.03%	215
2017 Q3	$319K	Sell	3,993 -12,711	-76%	-$1.02M	0.1%	146
2017 Q2	$1.33M	Sell	16,704 -1,425	-8%	-$114K	0.29%	101
2017 Q1	$1.45M	Buy	18,129 +18	+0.1%	+$1.43K	0.31%	97
2016 Q4	$1.44M	Sell	18,111 -5,000	-22%	-$400K	0.31%	94
2016 Q3	$1.87M	Buy	23,111 +7,575	+49%	+$612K	0.48%	64
2016 Q2	$1.26M	Buy	+15,536	New	+$1.25M	0.33%	87
2016 Q1	–	Sell	-13,342	Closed	-$1.06M	–	269
2015 Q4	$1.06M	Sell	13,342 -5,059	-27%	-$405K	0.29%	92
2015 Q3	$1.48M	Hold	18,401	–	–	0.44%	61
2015 Q2	$1.48M	Buy	18,401 +1,027	+6%	+$82.4K	0.39%	67
2015 Q1	$1.4M	Buy	+17,374	New	+$1.39M	0.38%	70
2014 Q3	–	Sell	-2,586	Closed	-$208K	–	204
2014 Q2	$208K	Hold	2,586	–	–	0.06%	190
2014 Q1	$207K	Hold	2,586	–	–	0.11%	132
2013 Q4	$206K	Buy	+2,586	New	+$208K	0.11%	128

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.4% in Q1 2026, buying an estimated $340K and bringing the position to 62,517 shares worth $4.9M. The position accounts for 0.09% of the portfolio, ranked #222.

Perigon Wealth Management first reported a position in BSV in Q4 2013 and has held it in 42 quarters since. The position peaked at $13.7M in Q4 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Perigon Wealth Management held 62,517 shares of Vanguard Short-Term Bond ETF worth $4.9M as of Q1 2026.
Perigon Wealth Management bought 4,312 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $340K.
Vanguard Short-Term Bond ETF made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #222 holding.
Perigon Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 42 quarters since.
Perigon Wealth Management's Vanguard Short-Term Bond ETF position peaked at $13.7M in Q4 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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