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Perigon Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Perigon Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Buy
20,859
+38
+0.2% +$4.84K 0.04% 342
2026
Q1 		$2.34M Buy
20,821
+12
+0.1% +$1.43K 0.04% 345
2025
Q4 		$2.52M Sell
20,809
-399
-2% -$47.9K 0.05% 324
2025
Q3 		$2.51M Buy
21,208
+406
+2% +$46.2K 0.05% 306
2025
Q2 		$2.28M Buy
20,802
+3,848
+23% +$388K 0.05% 310
2025
Q1 		$1.66M Sell
16,954
-1,193
-7% -$125K 0.04% 341
2024
Q4 		$1.92M Buy
18,147
+87
+0.5% +$9.13K 0.05% 315
2024
Q3 		$1.84M Buy
+18,060
New +$1.77M 0.05% 305
2024
Q1 		– Sell
-16,202
Closed -$1.38M – 865
2023
Q4 		$1.38M Buy
16,202
+930
+6% +$73.3K 0.05% 283
2023
Q3 		$1.15M Sell
15,272
-759
-5% -$59.6K 0.05% 286
2023
Q2 		$1.26M Buy
+16,031
New +$1.18M 0.05% 272

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Perigon Wealth Management's ESGV Position: Q2 2026 in Review

Perigon Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.18% in Q2 2026, buying an estimated $4.84K and bringing the position to 20,859 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #342.

Perigon Wealth Management first reported a position in ESGV in Q2 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Perigon Wealth Management held 20,859 shares of Vanguard ESG US Stock ETF worth $2.76M as of Q2 2026.
  • Perigon Wealth Management bought 38 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $4.84K.
  • Vanguard ESG US Stock ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Perigon Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 11 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.