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Perigon Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Perigon Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.6M Buy
235,800
+3,632
+2% +$334K 0.37% 57
2025
Q4 		$21.9M Sell
232,168
-752
-0.3% -$71.5K 0.39% 53
2025
Q3 		$21.7M Buy
232,920
+6,808
+3% +$595K 0.44% 43
2025
Q2 		$18.7M Buy
226,112
+47,816
+27% +$3.48M 0.44% 47
2025
Q1 		$12.1M Buy
178,296
+23,656
+15% +$1.78M 0.31% 68
2024
Q4 		$11.9M Buy
154,640
+11,376
+8% +$874K 0.29% 71
2024
Q3 		$10.5M Buy
+143,264
New +$10.2M 0.28% 74
2024
Q1 		– Sell
-93,016
Closed -$5.63M – 899
2023
Q4 		$5.63M Buy
93,016
+14,080
+18% +$784K 0.18% 119
2023
Q3 		$4.09M Sell
78,936
-19,896
-20% -$1.08M 0.17% 129
2023
Q2 		$5.46M Buy
98,832
+20,224
+26% +$1.02M 0.21% 109
2023
Q1 		$3.79M Sell
78,608
-1,776
-2% -$78.5K 0.22% 105
2022
Q4 		$3.21M Buy
80,384
+44,432
+124% +$1.81M 0.2% 119
2022
Q3 		$1.38M Sell
35,952
-17,968
-33% -$790K 0.12% 163
2022
Q2 		$2.2M Sell
53,920
-336
-0.6% -$15.1K 0.18% 116
2022
Q1 		$2.83M Sell
54,256
-456
-0.8% -$23.4K 0.2% 96
2021
Q4 		$3.13M Buy
54,712
+5,864
+12% +$322K 0.22% 91
2021
Q3 		$2.45M Buy
48,848
+7,280
+18% +$377K 0.21% 95
2021
Q2 		$2.07M Buy
41,568
+9,072
+28% +$428K 0.18% 104
2021
Q1 		$1.46M Buy
32,496
+10,712
+49% +$482K 0.15% 129
2020
Q4 		$963K Buy
21,784
+8,456
+63% +$348K 0.11% 154
2020
Q3 		$519K Buy
13,328
+1,448
+12% +$54.5K 0.07% 215
2020
Q2 		$414K Buy
11,880
+56
+0.5% +$1.75K 0.07% 215
2020
Q1 		$332K Sell
11,824
-176
-1% -$5.33K 0.06% 223
2019
Q4 		$371K Hold
12,000
– – 0.08% 171
2019
Q3 		$331K Sell
12,000
-384
-3% -$10.3K 0.08% 163
2019
Q2 		$326K Hold
12,384
– – 0.08% 165
2019
Q1 		$330K Buy
12,384
+240
+2% +$5.58K 0.08% 155
2018
Q4 		$271K Sell
12,144
-8
-0.1% -$181 0.07% 171
2018
Q3 		$308K Buy
+12,152
New +$295K 0.08% 170
2018
Q2 		– Sell
-8,144
Closed -$174K – 578
2018
Q1 		$174K Sell
8,144
-1,792
-18% -$39.1K 0.06% 175
2017
Q4 		$205K Buy
9,936
+9,696
+4,040% +$197K 0.08% 143
2017
Q3 		$5K Hold
240
– – ﹤0.01% 561
2017
Q2 		$4K Hold
240
– – ﹤0.01% 543
2017
Q1 		$4K Hold
240
– – ﹤0.01% 581
2016
Q4 		$4K Hold
240
– – ﹤0.01% 668
2016
Q3 		$4K Hold
240
– – ﹤0.01% 585
2016
Q2 		$3K Buy
+240
New +$3.23K ﹤0.01% 420

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q1 2026, buying an estimated $334K and bringing the position to 235,800 shares worth $20.6M. The position accounts for 0.37% of the portfolio, ranked #57.

Perigon Wealth Management first reported a position in VGT in Q2 2016 and has held it in 37 quarters since. The position peaked at $21.9M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Perigon Wealth Management held 235,800 shares of Vanguard Information Technology ETF worth $20.6M as of Q1 2026.
  • Perigon Wealth Management bought 3,632 Vanguard Information Technology ETF shares in Q1 2026, an estimated $334K.
  • Vanguard Information Technology ETF made up 0.37% of Perigon Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Perigon Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2016 and has held it in 37 quarters since.
  • Perigon Wealth Management's Vanguard Information Technology ETF position peaked at $21.9M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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