Perigon Wealth Management
ESGV icon

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
Q3 		$2.81M Sell
20,710
-149
-0.7% -$20K 0.04% 333
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% +$1.42K 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

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Perigon Wealth Management's ESGV Position: Q3 2026 in Review

Perigon Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.71% in Q3 2026, selling an estimated $20K and leaving 20,710 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #333.

Perigon Wealth Management first reported a position in ESGV in Q2 2023 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Perigon Wealth Management held 20,710 shares of Vanguard ESG US Stock ETF worth $2.81M as of Q3 2026.
  • Perigon Wealth Management sold 149 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $20K.
  • Vanguard ESG US Stock ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #333 holding.
  • Perigon Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 12 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.