Perigon Wealth Management
VGLT icon

Perigon Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Perigon Wealth Management’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.21M Sell
63,977
-3,069
-5% -$162K 0.05% 308
2026
Q2 		$3.7M Buy
67,046
+7,750
+13% +$425K 0.06% 283
2026
Q1 		$3.28M Buy
59,296
+3,062
+5% +$172K 0.06% 279
2025
Q4 		$3.14M Buy
56,234
+271
+0.5% +$15.4K 0.06% 275
2025
Q3 		$3.18M Buy
55,963
+7,155
+15% +$399K 0.06% 266
2025
Q2 		$2.74M Sell
48,808
-7,479
-13% -$415K 0.06% 277
2025
Q1 		$3.24M Sell
56,287
-138
-0.2% -$7.77K 0.08% 233
2024
Q4 		$3.11M Buy
56,425
+2,738
+5% +$159K 0.08% 237
2024
Q3 		$3.3M Buy
+53,687
New +$3.24M 0.09% 214
2024
Q2 		– Sell
-41,825
Closed -$2.48M – 922
2024
Q1 		$2.48M Buy
41,825
+7,494
+22% +$443K 0.08% 225
2023
Q4 		$2.11M Sell
34,331
-1,884
-5% -$106K 0.07% 220
2023
Q3 		$2.01M Buy
36,215
+10,472
+41% +$626K 0.08% 206
2023
Q2 		$1.64M Buy
25,743
+10,817
+72% +$694K 0.06% 235
2023
Q1 		$978K Sell
14,926
-8,779
-37% -$566K 0.06% 273
2022
Q4 		$1.46M Buy
23,705
+8,716
+58% +$542K 0.09% 208
2022
Q3 		$943K Buy
+14,989
New +$1.03M 0.08% 209

Other funds holding VGLT

Rainwater Charitable Foundation
Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 4.6% in Q3 2026, selling an estimated $162K and leaving 63,977 shares worth $3.21M. The position accounts for 0.05% of the portfolio, ranked #308.

Perigon Wealth Management first reported a position in VGLT in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.7M in Q2 2026. 124 funds tracked by Wall St. Rank hold VGLT as of Q3 2026.

  • Perigon Wealth Management held 63,977 shares of Vanguard Long-Term Treasury ETF worth $3.21M as of Q3 2026.
  • Perigon Wealth Management sold 3,069 Vanguard Long-Term Treasury ETF shares in Q3 2026, an estimated $162K.
  • Vanguard Long-Term Treasury ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #308 holding.
  • Perigon Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Perigon Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $3.7M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2026.

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