Perigon Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Buy	+678	New	+$230K	﹤0.01%	1249

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Perigon Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q2 2026: 678 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Perigon Wealth Management held 678 shares of Vanguard Industrials ETF worth $244K as of Q2 2026.
Vanguard Industrials ETF was a new Perigon Wealth Management position in Q2 2026.
Vanguard Industrials ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1249 holding.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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