Perigon Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4M | Buy |
20,967
+1,890
| +10% | +$519K | 0.1% | 204 |
|
|
2025
Q4 | $5.33M | Buy |
19,077
+453
| +2% | +$130K | 0.1% | 193 |
|
|
2025
Q3 | $5.47M | Buy |
18,624
+928
| +5% | +$268K | 0.11% | 174 |
|
|
2025
Q2 | $5.03M | Sell |
17,696
-223
| -1% | -$57.5K | 0.12% | 166 |
|
|
2025
Q1 | $4.38M | Buy |
17,919
+238
| +1% | +$61.9K | 0.11% | 184 |
|
|
2024
Q4 | $4.68M | Buy |
17,681
+2,276
| +15% | +$586K | 0.11% | 168 |
|
|
2024
Q3 | $3.75M | Sell |
15,405
-6,873
| -31% | -$1.6M | 0.1% | 192 |
|
|
2024
Q2 | $5.11M | Buy |
22,278
+232
| +1% | +$53.2K | 0.15% | 137 |
|
|
2024
Q1 | $5.2M | Buy |
22,046
+984
| +5% | +$220K | 0.16% | 138 |
|
|
2023
Q4 | $4.62M | Buy |
21,062
+748
| +4% | +$150K | 0.15% | 136 |
|
|
2023
Q3 | $3.96M | Buy |
20,314
+339
| +2% | +$69.2K | 0.16% | 136 |
|
|
2023
Q2 | $4.11M | Buy |
19,975
+7,825
| +64% | +$1.52M | 0.16% | 133 |
|
|
2023
Q1 | $2.37M | Buy |
12,150
+2,408
| +25% | +$461K | 0.13% | 161 |
|
|
2022
Q4 | $1.75M | Buy |
9,742
+1,279
| +15% | +$232K | 0.11% | 188 |
|
|
2022
Q3 | $1.44M | Buy |
8,463
+735
| +10% | +$139K | 0.12% | 160 |
|
|
2022
Q2 | $1.35M | Buy |
7,728
+488
| +7% | +$94.5K | 0.11% | 175 |
|
|
2022
Q1 | $1.61M | Buy |
7,240
+675
| +10% | +$149K | 0.11% | 158 |
|
|
2021
Q4 | $1.67M | Buy |
6,565
+523
| +9% | +$132K | 0.12% | 149 |
|
|
2021
Q3 | $1.43M | Buy |
6,042
+182
| +3% | +$44.1K | 0.12% | 151 |
|
|
2021
Q2 | $1.39M | Buy |
5,860
+335
| +6% | +$75.1K | 0.12% | 149 |
|
|
2021
Q1 | $1.19M | Buy |
5,525
+15
| +0.3% | +$3.25K | 0.12% | 161 |
|
|
2020
Q4 | $1.17M | Buy |
5,510
+179
| +3% | +$35.3K | 0.14% | 126 |
|
|
2020
Q3 | $960K | Sell |
5,331
-60
| -1% | -$10.6K | 0.13% | 131 |
|
|
2020
Q2 | $890K | Buy |
5,391
+486
| +10% | +$73.5K | 0.14% | 117 |
|
|
2020
Q1 | $677K | Buy |
4,905
+985
| +25% | +$150K | 0.13% | 136 |
|
|
2019
Q4 | $628K | Buy |
3,920
+1,940
| +98% | +$296K | 0.13% | 119 |
|
|
2019
Q3 | $296K | Hold |
1,980
| – | – | 0.07% | 176 |
|
|
2019
Q2 | $296K | Hold |
1,980
| – | – | 0.07% | 174 |
|
|
2019
Q1 | $290K | Hold |
1,980
| – | – | 0.07% | 163 |
|
|
2018
Q4 | $259K | Hold |
1,980
| – | – | 0.07% | 176 |
|
|
2018
Q3 | $283K | Hold |
1,980
| – | – | 0.07% | 184 |
|
|
2018
Q2 | $266K | Hold |
1,980
| – | – | 0.08% | 205 |
|
|
2018
Q1 | $257K | Sell |
1,980
-400
| -17% | -$52.5K | 0.09% | 143 |
|
|
2017
Q4 | $304K | Buy |
+2,380
| New | +$299K | 0.11% | 107 |
|
Other funds holding VOT
EWA
TI
VIA
Perigon Wealth Management's VOT Position: Q1 2026 in Review
Perigon Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 9.9% in Q1 2026, buying an estimated $519K and bringing the position to 20,967 shares worth $5.4M. The position accounts for 0.1% of the portfolio, ranked #204.
Perigon Wealth Management first reported a position in VOT in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.47M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.
- Perigon Wealth Management held 20,967 shares of Vanguard Mid-Cap Growth ETF worth $5.4M as of Q1 2026.
- Perigon Wealth Management bought 1,890 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $519K.
- Vanguard Mid-Cap Growth ETF made up 0.1% of Perigon Wealth Management's portfolio in Q1 2026, its #204 holding.
- Perigon Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Perigon Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $5.47M in Q3 2025.
- 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.