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Perigon Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Perigon Wealth Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Sell
5,019
-142
-3% -$39.5K 0.02% 465
2026
Q1 		$1.41M Sell
5,161
-205
-4% -$58.6K 0.03% 446
2025
Q4 		$1.54M Buy
5,366
+9
+0.2% +$2.51K 0.03% 431
2025
Q3 		$1.39M Sell
5,357
-55
-1% -$13.8K 0.03% 428
2025
Q2 		$1.34M Sell
5,412
-167
-3% -$41.3K 0.03% 409
2025
Q1 		$1.48M Sell
5,579
-49
-0.9% -$13.1K 0.04% 367
2024
Q4 		$1.46M Sell
5,628
-8
-0.1% -$2.15K 0.04% 354
2024
Q3 		$1.59M Buy
+5,636
New +$1.57M 0.04% 325
2024
Q1 		– Sell
-6,510
Closed -$1.63M – 900
2023
Q4 		$1.63M Sell
6,510
-361
-5% -$85.5K 0.05% 257
2023
Q3 		$1.62M Buy
6,871
+445
+7% +$108K 0.07% 233
2023
Q2 		$1.57M Buy
6,426
+205
+3% +$49.9K 0.06% 240
2023
Q1 		$1.48M Sell
6,221
-3
-0% -$722 0.08% 212
2022
Q4 		$1.54M Buy
6,224
+2,070
+50% +$502K 0.1% 199
2022
Q3 		$929K Hold
4,154
– – 0.08% 213
2022
Q2 		$978K Sell
4,154
-145
-3% -$34.9K 0.08% 211
2022
Q1 		$1.09M Buy
4,299
+435
+11% +$107K 0.08% 215
2021
Q4 		$1.03M Buy
3,864
+1,591
+70% +$406K 0.07% 221
2021
Q3 		$562K Buy
2,273
+129
+6% +$33.1K 0.05% 284
2021
Q2 		$530K Buy
2,144
+620
+41% +$148K 0.05% 293
2021
Q1 		$349K Buy
1,524
+210
+16% +$48.2K 0.04% 357
2020
Q4 		$294K Hold
1,314
– – 0.03% 334
2020
Q3 		$268K Hold
1,314
– – 0.04% 314
2020
Q2 		$253K Hold
1,314
– – 0.04% 295
2020
Q1 		$234K Hold
1,314
– – 0.04% 279
2019
Q4 		$252K Hold
1,314
– – 0.05% 220
2019
Q3 		$224K Hold
1,314
– – 0.05% 215
2019
Q2 		$229K Hold
1,314
– – 0.05% 216
2019
Q1 		$218K Hold
1,314
– – 0.05% 202
2018
Q4 		$219K Hold
1,314
– – 0.06% 205
2018
Q3 		$237K Sell
1,314
-86
-6% -$14.8K 0.06% 212
2018
Q2 		$224K Hold
1,400
– – 0.07% 224
2018
Q1 		$215K Sell
1,400
-100
-7% -$16K 0.08% 158
2017
Q4 		$231K Buy
+1,500
New +$230K 0.09% 136

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 2.8% in Q2 2026, selling an estimated $39.5K and leaving 5,019 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #465.

Perigon Wealth Management first reported a position in VHT in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.63M in Q4 2023. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Perigon Wealth Management held 5,019 shares of Vanguard Health Care ETF worth $1.5M as of Q2 2026.
  • Perigon Wealth Management sold 142 Vanguard Health Care ETF shares in Q2 2026, an estimated $39.5K.
  • Vanguard Health Care ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Perigon Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 33 quarters since.
  • Perigon Wealth Management's Vanguard Health Care ETF position peaked at $1.63M in Q4 2023.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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