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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 5.4% in Q1 2026, buying an estimated $172K and bringing the position to 59,296 shares worth $3.28M. The position accounts for 0.06% of the portfolio, ranked #279.

Perigon Wealth Management first reported a position in VGLT in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.3M in Q3 2024. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Perigon Wealth Management held 59,296 shares of Vanguard Long-Term Treasury ETF worth $3.28M as of Q1 2026.
  • Perigon Wealth Management bought 3,062 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $172K.
  • Vanguard Long-Term Treasury ETF made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #279 holding.
  • Perigon Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 14 quarters since.
  • Perigon Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $3.3M in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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