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Perigon Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Perigon Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Sell
31,801
-640
-2% -$58.7K 0.05% 310
2025
Q4 		$2.87M Buy
32,441
+2,910
+10% +$262K 0.05% 292
2025
Q3 		$2.7M Buy
29,531
+1,588
+6% +$144K 0.06% 290
2025
Q2 		$2.49M Sell
27,943
-1,147
-4% -$101K 0.06% 293
2025
Q1 		$2.63M Buy
29,090
+399
+1% +$36.2K 0.07% 268
2024
Q4 		$2.57M Sell
28,691
-715
-2% -$67.6K 0.06% 273
2024
Q3 		$2.86M Sell
29,406
-29,421
-50% -$2.71M 0.08% 238
2024
Q2 		$4.93M Sell
58,827
-3,450
-6% -$285K 0.14% 141
2024
Q1 		$5.39M Sell
62,277
-2,353
-4% -$201K 0.16% 136
2023
Q4 		$5.71M Sell
64,630
-107,446
-62% -$8.52M 0.19% 118
2023
Q3 		$13M Buy
172,076
+1,600
+0.9% +$132K 0.53% 42
2023
Q2 		$14.2M Buy
170,476
+87,755
+106% +$7.19M 0.56% 36
2023
Q1 		$6.87M Buy
82,721
+18,940
+30% +$1.63M 0.39% 60
2022
Q4 		$5.26M Buy
63,781
+47,561
+293% +$3.94M 0.33% 75
2022
Q3 		$1.3M Buy
16,220
+757
+5% +$70.8K 0.11% 170
2022
Q2 		$1.41M Buy
15,463
+3,893
+34% +$388K 0.12% 164
2022
Q1 		$1.25M Sell
11,570
-76
-0.7% -$8.04K 0.09% 196
2021
Q4 		$1.35M Buy
11,646
+2,310
+25% +$252K 0.1% 184
2021
Q3 		$950K Sell
9,336
-475
-5% -$50.4K 0.08% 209
2021
Q2 		$999K Buy
9,811
+58
+0.6% +$5.75K 0.09% 200
2021
Q1 		$896K Buy
9,753
+336
+4% +$29.5K 0.09% 198
2020
Q4 		$800K Buy
9,417
+124
+1% +$10.3K 0.09% 177
2020
Q3 		$734K Buy
9,293
+1,946
+26% +$156K 0.1% 163
2020
Q2 		$577K Sell
7,347
-44
-0.6% -$3.34K 0.09% 180
2020
Q1 		$583K Buy
7,391
+906
+14% +$79.6K 0.11% 149
2019
Q4 		$599K Buy
6,485
+1,228
+23% +$114K 0.12% 127
2019
Q3 		$490K Sell
5,257
-44
-0.8% -$3.99K 0.12% 123
2019
Q2 		$463K Sell
5,301
-710
-12% -$62.2K 0.11% 133
2019
Q1 		$518K Buy
6,011
+1,894
+46% +$156K 0.12% 122
2018
Q4 		$331K Hold
4,117
– – 0.08% 152
2018
Q3 		$332K Sell
4,117
-700
-15% -$57.6K 0.08% 163
2018
Q2 		$392K Buy
4,817
+689
+17% +$53.4K 0.12% 155
2018
Q1 		$312K Buy
+4,128
New +$316K 0.11% 124
2017
Q4 		– Sell
-1,474
Closed -$122K – 675
2017
Q3 		$122K Sell
1,474
-40
-3% -$3.34K 0.04% 238
2017
Q2 		$126K Hold
1,514
– – 0.03% 280
2017
Q1 		$125K Sell
1,514
-2,514
-62% -$209K 0.03% 283
2016
Q4 		$339K Buy
4,028
+717
+22% +$58.4K 0.07% 206
2016
Q3 		$287K Buy
3,311
+1
+0% +$89 0.07% 186
2016
Q2 		$294K Buy
+3,310
New +$278K 0.08% 173
2016
Q1 		– Sell
-2,612
Closed -$208K – 325
2015
Q4 		$208K Buy
+2,612
New +$207K 0.06% 214
2015
Q1 		– Sell
-4,016
Closed -$325K – 224
2014
Q4 		$325K Buy
+4,016
New +$315K 0.1% 162
2014
Q3 		– Sell
-3,031
Closed -$227K – 212
2014
Q2 		$227K Buy
+3,031
New +$223K 0.06% 182

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2% in Q1 2026, selling an estimated $58.7K and leaving 31,801 shares worth $2.82M. The position accounts for 0.05% of the portfolio, ranked #310.

Perigon Wealth Management first reported a position in VNQ in Q2 2014 and has held it in 42 quarters since. The position peaked at $14.2M in Q2 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Perigon Wealth Management held 31,801 shares of Vanguard Real Estate ETF worth $2.82M as of Q1 2026.
  • Perigon Wealth Management sold 640 Vanguard Real Estate ETF shares in Q1 2026, an estimated $58.7K.
  • Vanguard Real Estate ETF made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #310 holding.
  • Perigon Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2014 and has held it in 42 quarters since.
  • Perigon Wealth Management's Vanguard Real Estate ETF position peaked at $14.2M in Q2 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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