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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Long-Term Treasury ETF (VGLT) stake by 13% in Q2 2026, buying an estimated $425K and bringing the position to 67,046 shares worth $3.7M. The position accounts for 0.06% of the portfolio, ranked #283.

Perigon Wealth Management first reported a position in VGLT in Q3 2022 and has held it in 15 quarters since. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

Perigon Wealth Management held 67,046 shares of Vanguard Long-Term Treasury ETF worth $3.7M as of Q2 2026.
Perigon Wealth Management bought 7,750 Vanguard Long-Term Treasury ETF shares in Q2 2026, an estimated $425K.
Vanguard Long-Term Treasury ETF made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #283 holding.
Perigon Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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