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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
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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 334% in Q1 2026, buying an estimated $5.34M and bringing the position to 59,374 shares worth $6.51M. The position accounts for 0.12% of the portfolio, ranked #171.

Perigon Wealth Management first reported a position in VONG in Q2 2020 and has held it in 23 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Perigon Wealth Management held 59,374 shares of Vanguard Russell 1000 Growth ETF worth $6.51M as of Q1 2026.
  • Perigon Wealth Management bought 45,686 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.34M.
  • Vanguard Russell 1000 Growth ETF made up 0.12% of Perigon Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Perigon Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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