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Perigon Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Perigon Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.15M Buy
85,680
+180
+0.2% +$13.4K 0.11% 174
2025
Q4 		$6.2M Sell
85,500
-1,644
-2% -$120K 0.11% 168
2025
Q3 		$6.4M Sell
87,144
-828
-0.9% -$59.5K 0.13% 158
2025
Q2 		$6.15M Buy
87,972
+4,812
+6% +$316K 0.14% 144
2025
Q1 		$5.38M Buy
83,160
+2,148
+3% +$144K 0.14% 151
2024
Q4 		$5.52M Buy
81,012
+1,940
+2% +$132K 0.14% 149
2024
Q3 		$5.22M Sell
79,072
-34,088
-30% -$2.14M 0.14% 148
2024
Q2 		$6.85M Sell
113,160
-4,640
-4% -$282K 0.2% 109
2024
Q1 		$7.36M Buy
117,800
+3,500
+3% +$207K 0.22% 100
2023
Q4 		$6.65M Buy
114,300
+5,376
+5% +$287K 0.22% 106
2023
Q3 		$5.67M Sell
108,924
-1,188
-1% -$65.2K 0.23% 103
2023
Q2 		$6.06M Buy
110,112
+35,848
+48% +$1.88M 0.24% 103
2023
Q1 		$3.92M Sell
74,264
-560
-0.7% -$29.8K 0.22% 102
2022
Q4 		$3.81M Buy
74,824
+43,904
+142% +$2.24M 0.24% 98
2022
Q3 		$1.45M Buy
30,920
+3,312
+12% +$173K 0.13% 159
2022
Q2 		$1.36M Buy
27,608
+1,016
+4% +$54.9K 0.11% 173
2022
Q1 		$1.58M Buy
26,592
+4,476
+20% +$263K 0.11% 161
2021
Q4 		$1.41M Buy
22,116
+3,372
+18% +$211K 0.1% 178
2021
Q3 		$1.11M Sell
18,744
-16
-0.1% -$967 0.1% 186
2021
Q2 		$1.11M Sell
18,760
-1,244
-6% -$72.1K 0.1% 178
2021
Q1 		$1.11M Buy
20,004
+8
+0% +$434 0.11% 167
2020
Q4 		$1.03M Sell
19,996
-2,016
-9% -$97.6K 0.12% 142
2020
Q3 		$970K Buy
22,012
+604
+3% +$26.3K 0.14% 128
2020
Q2 		$877K Buy
21,408
+604
+3% +$23.1K 0.14% 121
2020
Q1 		$755K Buy
20,804
+10,336
+99% +$428K 0.14% 120
2019
Q4 		$467K Buy
10,468
+2,296
+28% +$98.6K 0.1% 148
2019
Q3 		$342K Sell
8,172
-984
-11% -$41.1K 0.08% 157
2019
Q2 		$383K Sell
9,156
-336
-4% -$13.7K 0.09% 150
2019
Q1 		$392K Hold
9,492
– – 0.09% 144
2018
Q4 		$356K Hold
9,492
– – 0.09% 149
2018
Q3 		$391K Buy
9,492
+272
+3% +$11.1K 0.1% 141
2018
Q2 		$363K Buy
9,220
+452
+5% +$17.7K 0.11% 160
2018
Q1 		$338K Sell
8,768
-2,888
-25% -$114K 0.12% 115
2017
Q4 		$451K Buy
11,656
+6,816
+141% +$257K 0.17% 77
2017
Q3 		$178K Sell
4,840
-748
-13% -$27K 0.06% 208
2017
Q2 		$199K Hold
5,588
– – 0.04% 247
2017
Q1 		$195K Sell
5,588
-72
-1% -$2.47K 0.04% 255
2016
Q4 		$198K Buy
5,660
+560
+11% +$18.1K 0.04% 245
2016
Q3 		$165K Buy
5,100
+52
+1% +$1.67K 0.04% 213
2016
Q2 		$156K Buy
+5,048
New +$154K 0.04% 211

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 0.21% in Q1 2026, buying an estimated $13.4K and bringing the position to 85,680 shares worth $6.15M. The position accounts for 0.11% of the portfolio, ranked #174.

Perigon Wealth Management first reported a position in VO in Q2 2016 and has held it in 40 quarters since. The position peaked at $7.36M in Q1 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Perigon Wealth Management held 85,680 shares of Vanguard Mid-Cap ETF worth $6.15M as of Q1 2026.
  • Perigon Wealth Management bought 180 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $13.4K.
  • Vanguard Mid-Cap ETF made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Perigon Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • Perigon Wealth Management's Vanguard Mid-Cap ETF position peaked at $7.36M in Q1 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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