Perigon Wealth Management
VGIT icon

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
Q3 		$90.5M Buy
1,597,051
+18,705
+1% +$1.09M 1.39% 9
2026
Q2 		$93.1M Sell
1,578,346
-67,125
-4% -$3.97M 1.46% 8
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.2% in Q3 2026, buying an estimated $1.09M and bringing the position to 1,597,051 shares worth $90.5M. The position accounts for 1.39% of the portfolio, ranked #9.

Perigon Wealth Management first reported a position in VGIT in Q1 2020 and has held it in 18 quarters since. The position peaked at $98M in Q1 2026. 287 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Perigon Wealth Management held 1,597,051 shares of Vanguard Intermediate-Term Treasury ETF worth $90.5M as of Q3 2026.
  • Perigon Wealth Management bought 18,705 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.09M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.39% of Perigon Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Perigon Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $98M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

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