Perigon Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Perigon Wealth Management’s Portfolio VTC Stock Details VTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.71M	Buy	48,263 +7,422	+18%	+$570K	0.06%	281
2026 Q1	$3.14M	Buy	40,841 +4,073	+11%	+$316K	0.06%	292
2025 Q4	$2.85M	Buy	36,768 +656	+2%	+$51.3K	0.05%	294
2025 Q3	$2.83M	Buy	36,112 +697	+2%	+$54K	0.06%	282
2025 Q2	$2.74M	Buy	35,415 +229	+0.7%	+$17.4K	0.06%	278
2025 Q1	$2.7M	Buy	35,186 +853	+2%	+$65K	0.07%	263
2024 Q4	$2.6M	Buy	34,333 +9,256	+37%	+$715K	0.06%	272
2024 Q3	$1.99M	Buy	+25,077	New	+$1.95M	0.05%	290
2024 Q2	–	Sell	-23,282	Closed	-$1.78M	–	928
2024 Q1	$1.78M	Buy	23,282 +803	+4%	+$61.4K	0.05%	269
2023 Q4	$1.74M	Buy	22,479 +726	+3%	+$53.5K	0.06%	246
2023 Q3	$1.58M	Buy	21,753 +398	+2%	+$29.6K	0.06%	235
2023 Q2	$1.62M	Buy	21,355 +464	+2%	+$35.2K	0.06%	236
2023 Q1	$1.6M	Buy	20,891 +3,491	+20%	+$265K	0.09%	203
2022 Q4	$1.29M	Buy	17,400 +1,600	+10%	+$118K	0.08%	228
2022 Q3	$1.15M	Buy	15,800 +444	+3%	+$34.2K	0.1%	191
2022 Q2	$1.18M	Buy	15,356 +1,986	+15%	+$156K	0.1%	192
2022 Q1	$1.12M	Buy	13,370 +1,551	+13%	+$133K	0.08%	214
2021 Q4	$1.07M	Buy	11,819 +1,025	+9%	+$93.3K	0.08%	215
2021 Q3	$985K	Buy	10,794 +682	+7%	+$63.1K	0.09%	203
2021 Q2	$930K	Buy	10,112 +1,200	+13%	+$109K	0.08%	210
2021 Q1	$797K	Buy	8,912 +182	+2%	+$16.6K	0.08%	207
2020 Q4	$822K	Buy	8,730 +429	+5%	+$39.9K	0.1%	174
2020 Q3	$765K	Buy	8,301 +684	+9%	+$63.7K	0.11%	156
2020 Q2	$700K	Buy	+7,617	New	+$679K	0.11%	147

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's VTC Position: Q2 2026 in Review

Perigon Wealth Management increased its Vanguard Total Corporate Bond ETF (VTC) stake by 18% in Q2 2026, buying an estimated $570K and bringing the position to 48,263 shares worth $3.71M. The position accounts for 0.06% of the portfolio, ranked #281.

Perigon Wealth Management first reported a position in VTC in Q2 2020 and has held it in 24 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Perigon Wealth Management held 48,263 shares of Vanguard Total Corporate Bond ETF worth $3.71M as of Q2 2026.
Perigon Wealth Management bought 7,422 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $570K.
Vanguard Total Corporate Bond ETF made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #281 holding.
Perigon Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.