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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
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 		$9.88M 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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.9% in Q2 2026, selling an estimated $90.9K and leaving 82,660 shares worth $4.81M. The position accounts for 0.08% of the portfolio, ranked #238.

Perigon Wealth Management first reported a position in VGSH in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.88M in Q3 2023. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Perigon Wealth Management held 82,660 shares of Vanguard Short-Term Treasury ETF worth $4.81M as of Q2 2026.
  • Perigon Wealth Management sold 1,559 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $90.9K.
  • Vanguard Short-Term Treasury ETF made up 0.08% of Perigon Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Perigon Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 25 quarters since.
  • Perigon Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $9.88M in Q3 2023.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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