Perigon Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$693K	Buy	5,481 +353	+7%	+$47.4K	0.01%	739
2026 Q2	$705K	Sell	5,128 -25	-0.5%	-$3.17K	0.01%	723
2026 Q1	$592K	Hold	5,153	–	–	0.01%	726
2025 Q4	$572K	Sell	5,153 -26	-0.5%	-$2.89K	0.01%	734
2025 Q3	$572K	Hold	5,179	–	–	0.01%	688
2025 Q2	$524K	Hold	5,179	–	–	0.01%	654
2025 Q1	$500K	Hold	5,179	–	–	0.01%	640
2024 Q4	$560K	Buy	5,179 +209	+4%	+$23.1K	0.01%	609
2024 Q3	$538K	Buy	4,970 +1,223	+33%	+$127K	0.01%	597
2024 Q2	$368K	Sell	3,747 -147	-4%	-$14.4K	0.01%	621
2024 Q1	$395K	Buy	3,894 +400	+11%	+$38.9K	0.01%	593
2023 Q4	$347K	Buy	3,494 +15	+0.4%	+$1.34K	0.01%	612
2023 Q3	$304K	Buy	3,479 +105	+3%	+$9.7K	0.01%	588
2023 Q2	$310K	Buy	+3,374	New	+$295K	0.01%	596

Other funds holding VIOO

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 6.9% in Q3 2026, buying an estimated $47.4K and bringing the position to 5,481 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #739.

Perigon Wealth Management first reported a position in VIOO in Q2 2023 and has held it in 14 quarters since. The position peaked at $705K in Q2 2026. 92 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Perigon Wealth Management held 5,481 shares of Vanguard S&P Small-Cap 600 ETF worth $693K as of Q3 2026.
Perigon Wealth Management bought 353 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $47.4K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #739 holding.
Perigon Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2023 and has held it in 14 quarters since.
Perigon Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $705K in Q2 2026.
92 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

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