Perigon Wealth Management
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Perigon Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Perigon Wealth Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.69M Buy
59,670
+1,042
+2% +$131K 0.12% 153
2026
Q2 		$7.49M Sell
58,628
-746
-1% -$92.6K 0.12% 164
2026
Q1 		$6.51M Buy
59,374
+45,686
+334% +$5.34M 0.12% 171
2025
Q4 		$1.67M Buy
13,688
+1
+0% +$122 0.03% 409
2025
Q3 		$1.65M Sell
13,687
-1,535
-10% -$176K 0.03% 396
2025
Q2 		$1.66M Hold
15,222
– – 0.04% 372
2025
Q1 		$1.41M Buy
15,222
+1
+0% +$102 0.04% 374
2024
Q4 		$1.57M Hold
15,221
– – 0.04% 346
2024
Q3 		$1.47M Buy
+15,221
New +$1.42M 0.04% 341
2024
Q2 		– Sell
-14,903
Closed -$1.29M – 926
2024
Q1 		$1.29M Sell
14,903
-131
-0.9% -$10.9K 0.04% 312
2023
Q4 		$1.17M Sell
15,034
-342
-2% -$24.9K 0.04% 309
2023
Q3 		$1.05M Buy
15,376
+169
+1% +$12K 0.04% 297
2023
Q2 		$1.08M Sell
15,207
-1,141
-7% -$74.7K 0.04% 308
2023
Q1 		$1.03M Sell
16,348
-694
-4% -$41.1K 0.06% 263
2022
Q4 		$939K Buy
17,042
+3,986
+31% +$226K 0.06% 278
2022
Q3 		$708K Sell
13,056
-60
-0.5% -$3.63K 0.06% 263
2022
Q2 		$738K Buy
13,116
+8,645
+193% +$534K 0.06% 258
2022
Q1 		$319K Sell
4,471
-182
-4% -$12.8K 0.02% 444
2021
Q4 		$365K Buy
4,653
+213
+5% +$16.2K 0.03% 412
2021
Q3 		$313K Hold
4,440
– – 0.03% 409
2021
Q2 		$310K Hold
4,440
– – 0.03% 399
2021
Q1 		$278K Sell
4,440
-116
-3% -$7.26K 0.03% 406
2020
Q4 		$282K Hold
4,556
– – 0.03% 343
2020
Q3 		$254K Hold
4,556
– – 0.04% 323
2020
Q2 		$225K Buy
+4,556
New +$206K 0.04% 316

Other funds holding VONG

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 1.8% in Q3 2026, buying an estimated $131K and bringing the position to 59,670 shares worth $7.69M. The position accounts for 0.12% of the portfolio, ranked #153.

Perigon Wealth Management first reported a position in VONG in Q2 2020 and has held it in 25 quarters since. 298 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Perigon Wealth Management held 59,670 shares of Vanguard Russell 1000 Growth ETF worth $7.69M as of Q3 2026.
  • Perigon Wealth Management bought 1,042 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $131K.
  • Vanguard Russell 1000 Growth ETF made up 0.12% of Perigon Wealth Management's portfolio in Q3 2026, its #153 holding.
  • Perigon Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 298 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

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