Perigon Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Hold	1,779	–	–	﹤0.01%	1201
2026 Q1	$222K	Sell	1,779 -128	-7%	-$16.3K	﹤0.01%	1163
2025 Q4	$229K	Hold	1,907	–	–	﹤0.01%	1159
2025 Q3	$228K	Hold	1,907	–	–	﹤0.01%	1083
2025 Q2	$216K	Buy	+1,907	New	+$203K	0.01%	983
2025 Q1	–	Sell	-1,907	Closed	-$223K	–	1065
2024 Q4	$223K	Hold	1,907	–	–	0.01%	925
2024 Q3	$219K	Hold	1,907	–	–	0.01%	908
2024 Q2	$209K	Sell	1,907 -25	-1%	-$2.75K	0.01%	803
2024 Q1	$219K	Buy	+1,932	New	+$200K	0.01%	784

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Perigon Wealth Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 1,779 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Perigon Wealth Management first reported a position in IVOG in Q1 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Perigon Wealth Management held 1,779 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $260K as of Q2 2026.
Perigon Wealth Management left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1201 holding.
Perigon Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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