Perigon Wealth Management
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Perigon Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Perigon Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.74M Sell
49,017
-6,260
-11% -$993K 0.12% 151
2026
Q2 		$8.68M Buy
55,277
+6,415
+13% +$979K 0.14% 149
2026
Q1 		$6.76M Buy
48,862
+2,100
+4% +$302K 0.12% 165
2025
Q4 		$6.6M Sell
46,762
-1,846
-4% -$258K 0.12% 160
2025
Q3 		$6.7M Sell
48,608
-989
-2% -$131K 0.14% 150
2025
Q2 		$6.37M Buy
49,597
+557
+1% +$66.6K 0.15% 140
2025
Q1 		$5.69M Sell
49,040
-243
-0.5% -$29.1K 0.15% 142
2024
Q4 		$5.84M Sell
49,283
-670
-1% -$80.4K 0.14% 139
2024
Q3 		$5.98M Buy
49,953
+376
+0.8% +$43.2K 0.16% 134
2024
Q2 		$5.58M Buy
49,577
+34,153
+221% +$3.77M 0.16% 130
2024
Q1 		$1.7M Buy
15,424
+1,222
+9% +$129K 0.05% 274
2023
Q4 		$1.46M Sell
14,202
-132
-0.9% -$12.7K 0.05% 271
2023
Q3 		$1.34M Buy
14,334
+213
+2% +$20.7K 0.05% 257
2023
Q2 		$1.37M Buy
14,121
+2,309
+20% +$216K 0.05% 258
2023
Q1 		$1.09M Buy
11,812
+41
+0.3% +$3.71K 0.06% 257
2022
Q4 		$1.01M Buy
11,771
+3,289
+39% +$281K 0.06% 259
2022
Q3 		$669K Buy
8,482
+139
+2% +$12.2K 0.06% 273
2022
Q2 		$712K Sell
8,343
-2,173
-21% -$201K 0.06% 263
2022
Q1 		$1.06M Buy
10,516
+2,312
+28% +$234K 0.08% 221
2021
Q4 		$881K Buy
8,204
+4,747
+137% +$504K 0.06% 237
2021
Q3 		$352K Buy
3,457
+283
+9% +$29.7K 0.03% 378
2021
Q2 		$329K Buy
3,174
+309
+11% +$31.5K 0.03% 382
2021
Q1 		$279K Buy
2,865
+2,021
+239% +$194K 0.03% 404
2020
Q4 		$78K Buy
+844
New +$73.2K 0.01% 609
2018
Q2 		– Sell
-556
Closed -$41K – 587
2018
Q1 		$41K Hold
556
– – 0.02% 338
2017
Q4 		$41K Sell
556
-41
-7% -$2.98K 0.02% 312
2017
Q3 		$42K Hold
597
– – 0.01% 362
2017
Q2 		$41K Sell
597
-10
-2% -$669 0.01% 397
2017
Q1 		$40K Buy
607
+10
+2% +$640 0.01% 413
2016
Q4 		$39K Hold
597
– – 0.01% 387
2016
Q3 		$36K Hold
597
– – 0.01% 340
2016
Q2 		$35K Buy
+597
New +$34.6K 0.01% 307

Other funds holding VT

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 11% in Q3 2026, selling an estimated $993K and leaving 49,017 shares worth $7.74M. The position accounts for 0.12% of the portfolio, ranked #151.

Perigon Wealth Management first reported a position in VT in Q2 2016 and has held it in 32 quarters since. The position peaked at $8.68M in Q2 2026. 406 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Perigon Wealth Management held 49,017 shares of Vanguard Total World Stock ETF worth $7.74M as of Q3 2026.
  • Perigon Wealth Management sold 6,260 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $993K.
  • Vanguard Total World Stock ETF made up 0.12% of Perigon Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Perigon Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2016 and has held it in 32 quarters since.
  • Perigon Wealth Management's Vanguard Total World Stock ETF position peaked at $8.68M in Q2 2026.
  • 406 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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