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 Q3	$3.87M	Buy	53,214 +4,951	+10%	+$372K	0.06%	264
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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Total Corporate Bond ETF (VTC) stake by 10% in Q3 2026, buying an estimated $372K and bringing the position to 53,214 shares worth $3.87M. The position accounts for 0.06% of the portfolio, ranked #264.

Perigon Wealth Management first reported a position in VTC in Q2 2020 and has held it in 25 quarters since. 34 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

Perigon Wealth Management held 53,214 shares of Vanguard Total Corporate Bond ETF worth $3.87M as of Q3 2026.
Perigon Wealth Management bought 4,951 Vanguard Total Corporate Bond ETF shares in Q3 2026, an estimated $372K.
Vanguard Total Corporate Bond ETF made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #264 holding.
Perigon Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
34 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

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