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Perigon Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Perigon Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98M Buy
1,645,471
+168,867
+11% +$10.1M 1.78% 6
2025
Q4 		$88.5M Buy
1,476,604
+1,461,940
+9,970% +$87.9M 1.58% 7
2025
Q3 		$880K Sell
14,664
-36
-0.2% -$2.15K 0.02% 553
2025
Q2 		$879K Sell
14,700
-1,182
-7% -$70K 0.02% 509
2025
Q1 		$943K Buy
15,882
+494
+3% +$28.9K 0.02% 462
2024
Q4 		$893K Sell
15,388
-242
-2% -$14.2K 0.02% 473
2024
Q3 		$944K Buy
+15,630
New +$933K 0.02% 452
2022
Q2 		– Sell
-3,623
Closed -$228K – 622
2022
Q1 		$228K Buy
3,623
+126
+4% +$8.15K 0.02% 551
2021
Q4 		$232K Buy
3,497
+172
+5% +$11.5K 0.02% 521
2021
Q3 		$225K Buy
3,325
+12
+0.4% +$818 0.02% 488
2021
Q2 		$225K Sell
3,313
-1,981
-37% -$134K 0.02% 472
2021
Q1 		$356K Buy
5,294
+11
+0.2% +$752 0.04% 354
2020
Q4 		$367K Sell
5,283
-4,273
-45% -$299K 0.04% 302
2020
Q3 		$674K Buy
9,556
+1,338
+16% +$94.4K 0.09% 173
2020
Q2 		$580K Buy
8,218
+2,076
+34% +$146K 0.09% 177
2020
Q1 		$431K Buy
+6,142
New +$417K 0.08% 188

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q1 2026, buying an estimated $10.1M and bringing the position to 1,645,471 shares worth $98M. The position accounts for 1.78% of the portfolio, ranked #6.

Perigon Wealth Management first reported a position in VGIT in Q1 2020 and has held it in 16 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Perigon Wealth Management held 1,645,471 shares of Vanguard Intermediate-Term Treasury ETF worth $98M as of Q1 2026.
  • Perigon Wealth Management bought 168,867 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $10.1M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.78% of Perigon Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Perigon Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 16 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

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