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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 4.5% in Q1 2026, buying an estimated $302K and bringing the position to 48,862 shares worth $6.76M. The position accounts for 0.12% of the portfolio, ranked #165.

Perigon Wealth Management first reported a position in VT in Q2 2016 and has held it in 30 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Perigon Wealth Management held 48,862 shares of Vanguard Total World Stock ETF worth $6.76M as of Q1 2026.
  • Perigon Wealth Management bought 2,100 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $302K.
  • Vanguard Total World Stock ETF made up 0.12% of Perigon Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Perigon Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2016 and has held it in 30 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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