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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Perigon Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.06% in Q1 2026, buying an estimated $1.43K and bringing the position to 20,821 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #345.

Perigon Wealth Management first reported a position in ESGV in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.52M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Perigon Wealth Management held 20,821 shares of Vanguard ESG US Stock ETF worth $2.34M as of Q1 2026.
Perigon Wealth Management bought 12 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $1.43K.
Vanguard ESG US Stock ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #345 holding.
Perigon Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 10 quarters since.
Perigon Wealth Management's Vanguard ESG US Stock ETF position peaked at $2.52M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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