Perigon Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Perigon Wealth Management’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.86M	Buy	84,491 +1,831	+2%	+$106K	0.07%	230
2026 Q2	$4.81M	Sell	82,660 -1,559	-2%	-$90.9K	0.08%	238
2026 Q1	$4.93M	Sell	84,219 -6,063	-7%	-$356K	0.09%	219
2025 Q4	$5.3M	Buy	90,282 +26,131	+41%	+$1.54M	0.09%	194
2025 Q3	$3.78M	Sell	64,151 -7,468	-10%	-$438K	0.08%	242
2025 Q2	$4.21M	Sell	71,619 -20,427	-22%	-$1.2M	0.1%	205
2025 Q1	$5.4M	Sell	92,046 -11,240	-11%	-$656K	0.14%	150
2024 Q4	$6.02M	Sell	103,286 -10,333	-9%	-$603K	0.15%	136
2024 Q3	$6.71M	Buy	+113,619	New	+$6.65M	0.18%	122
2024 Q2	–	Sell	-142,124	Closed	-$8.25M	–	923
2024 Q1	$8.25M	Buy	142,124 +16,717	+13%	+$972K	0.25%	87
2023 Q4	$7.32M	Sell	125,407 -46,154	-27%	-$2.67M	0.24%	90
2023 Q3	$9.9M	Buy	171,561 +39,432	+30%	+$2.27M	0.4%	59
2023 Q2	$7.63M	Sell	132,129 -27,990	-17%	-$1.63M	0.3%	79
2023 Q1	$9.37M	Buy	160,119 +48,691	+44%	+$2.83M	0.53%	39
2022 Q4	$6.44M	Buy	111,428 +72,289	+185%	+$4.18M	0.4%	58
2022 Q3	$2.26M	Buy	39,139 +809	+2%	+$47.4K	0.2%	110
2022 Q2	$2.26M	Sell	38,330 -11,227	-23%	-$662K	0.19%	113
2022 Q1	$2.94M	Buy	49,557 +1,961	+4%	+$118K	0.21%	94
2021 Q4	$2.9M	Sell	47,596 -13,209	-22%	-$808K	0.21%	96
2021 Q3	$3.73M	Buy	60,805 +451	+0.7%	+$27.7K	0.32%	70
2021 Q2	$3.71M	Buy	60,354 +5,614	+10%	+$345K	0.33%	66
2021 Q1	$3.37M	Buy	54,740 +1,543	+3%	+$95K	0.34%	63
2020 Q4	$3.28M	Buy	53,197 +21,848	+70%	+$1.35M	0.38%	54
2020 Q3	$1.95M	Buy	31,349 +8,068	+35%	+$501K	0.27%	68
2020 Q2	$1.45M	Sell	23,281 -3,584	-13%	-$223K	0.23%	83
2020 Q1	$1.67M	Buy	+26,865	New	+$1.65M	0.31%	65

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.2% in Q3 2026, buying an estimated $106K and bringing the position to 84,491 shares worth $4.86M. The position accounts for 0.07% of the portfolio, ranked #230.

Perigon Wealth Management first reported a position in VGSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.9M in Q3 2023. 393 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Perigon Wealth Management held 84,491 shares of Vanguard Short-Term Treasury ETF worth $4.86M as of Q3 2026.
Perigon Wealth Management bought 1,831 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $106K.
Vanguard Short-Term Treasury ETF made up 0.07% of Perigon Wealth Management's portfolio in Q3 2026, its #230 holding.
Perigon Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 26 quarters since.
Perigon Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $9.9M in Q3 2023.
393 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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