Perigon Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $140M | Buy |
234,336
+28,549
| +14% | +$17.9M | 2.54% | 3 |
|
|
2025
Q4 | $129M | Buy |
205,787
+100,785
| +96% | +$62.6M | 2.31% | 3 |
|
|
2025
Q3 | $64.3M | Buy |
105,002
+2,333
| +2% | +$1.38M | 1.31% | 8 |
|
|
2025
Q2 | $58.3M | Sell |
102,669
-11,329
| -10% | -$5.95M | 1.36% | 7 |
|
|
2025
Q1 | $58.6M | Sell |
113,998
-5,503
| -5% | -$2.97M | 1.5% | 7 |
|
|
2024
Q4 | $65M | Buy |
119,501
+8,392
| +8% | +$4.55M | 1.6% | 7 |
|
|
2024
Q3 | $58.6M | Sell |
111,109
-38,448
| -26% | -$19.5M | 1.55% | 7 |
|
|
2024
Q2 | $74.8M | Sell |
149,557
-3,986
| -3% | -$1.92M | 2.17% | 6 |
|
|
2024
Q1 | $73.8M | Sell |
153,543
-4,896
| -3% | -$2.24M | 2.24% | 6 |
|
|
2023
Q4 | $69.2M | Buy |
158,439
+18,471
| +13% | +$7.56M | 2.26% | 7 |
|
|
2023
Q3 | $55M | Buy |
139,968
+11,343
| +9% | +$4.64M | 2.23% | 4 |
|
|
2023
Q2 | $52.4M | Buy |
128,625
+45,463
| +55% | +$17.5M | 2.06% | 5 |
|
|
2023
Q1 | $31.3M | Buy |
83,162
+934
| +1% | +$343K | 1.78% | 5 |
|
|
2022
Q4 | $28.9M | Buy |
82,228
+16,069
| +24% | +$5.68M | 1.79% | 4 |
|
|
2022
Q3 | $21.7M | Buy |
66,159
+6,982
| +12% | +$2.55M | 1.88% | 5 |
|
|
2022
Q2 | $20.5M | Buy |
59,177
+8,855
| +18% | +$3.34M | 1.72% | 8 |
|
|
2022
Q1 | $20.9M | Buy |
50,322
+14,171
| +39% | +$5.8M | 1.48% | 10 |
|
|
2021
Q4 | $15.8M | Buy |
36,151
+10,623
| +42% | +$4.48M | 1.13% | 15 |
|
|
2021
Q3 | $10.1M | Buy |
25,528
+869
| +4% | +$353K | 0.87% | 21 |
|
|
2021
Q2 | $9.7M | Buy |
24,659
+5,123
| +26% | +$1.97M | 0.86% | 19 |
|
|
2021
Q1 | $7.12M | Buy |
19,536
+7,235
| +59% | +$2.57M | 0.73% | 27 |
|
|
2020
Q4 | $4.23M | Buy |
12,301
+6,903
| +128% | +$2.25M | 0.49% | 39 |
|
|
2020
Q3 | $1.66M | Buy |
5,398
+1,229
| +29% | +$374K | 0.23% | 80 |
|
|
2020
Q2 | $1.18M | Sell |
4,169
-238
| -5% | -$64.1K | 0.19% | 93 |
|
|
2020
Q1 | $1.13M | Buy |
4,407
+2,726
| +162% | +$764K | 0.21% | 95 |
|
|
2019
Q4 | $500K | Buy |
1,681
+143
| +9% | +$40.5K | 0.1% | 142 |
|
|
2019
Q3 | $422K | Sell |
1,538
-1,157
| -43% | -$314K | 0.1% | 139 |
|
|
2019
Q2 | $725K | Buy |
2,695
+550
| +26% | +$146K | 0.17% | 97 |
|
|
2019
Q1 | $575K | Hold |
2,145
| – | – | 0.13% | 111 |
|
|
2018
Q4 | $524K | Buy |
2,145
+1,218
| +131% | +$302K | 0.13% | 117 |
|
|
2018
Q3 | $249K | Hold |
927
| – | – | 0.06% | 204 |
|
|
2018
Q2 | $232K | Hold |
927
| – | – | 0.07% | 218 |
|
|
2018
Q1 | $224K | Sell |
927
-170
| -15% | -$42.7K | 0.08% | 156 |
|
|
2017
Q4 | $269K | Buy |
1,097
+1,095
| +54,750% | +$262K | 0.1% | 116 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 717 |
|
|
2017
Q2 | $0 | Sell |
2
-13
| -87% | -$2.86K | ﹤0.01% | 628 |
|
|
2017
Q1 | $3K | Sell |
15
-50
| -77% | -$10.7K | ﹤0.01% | 593 |
|
|
2016
Q4 | $14K | Sell |
65
-210
| -76% | -$42.1K | ﹤0.01% | 518 |
|
|
2016
Q3 | $55K | Buy |
+275
| New | +$54.5K | 0.01% | 301 |
|
Other funds holding VOO
VGA
AA
Perigon Wealth Management's VOO Position: Q1 2026 in Review
Perigon Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, buying an estimated $17.9M and bringing the position to 234,336 shares worth $140M. The position accounts for 2.54% of the portfolio, ranked #3.
Perigon Wealth Management first reported a position in VOO in Q3 2016 and has held it in 39 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Perigon Wealth Management held 234,336 shares of Vanguard S&P 500 ETF worth $140M as of Q1 2026.
- Perigon Wealth Management bought 28,549 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $17.9M.
- Vanguard S&P 500 ETF made up 2.54% of Perigon Wealth Management's portfolio in Q1 2026, its #3 holding.
- Perigon Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 39 quarters since.
- 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.