Perigon Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.6M	Buy	429,630 +42,408	+11%	+$2.13M	0.34%	61
2026 Q1	$19.3M	Buy	387,222 +59,675	+18%	+$2.97M	0.35%	62
2025 Q4	$16.2M	Sell	327,547 -1,629	-0.5%	-$81.5K	0.29%	70
2025 Q3	$16.7M	Buy	329,176 +28,634	+10%	+$1.44M	0.34%	59
2025 Q2	$15.1M	Buy	300,542 +64,789	+27%	+$3.24M	0.35%	57
2025 Q1	$11.8M	Buy	235,753 +79,786	+51%	+$3.92M	0.3%	69
2024 Q4	$7.6M	Buy	155,967 +2,801	+2%	+$137K	0.19%	114
2024 Q3	$7.55M	Sell	153,166 -4,950	-3%	-$241K	0.2%	113
2024 Q2	$7.67M	Sell	158,116 -17,161	-10%	-$825K	0.22%	91
2024 Q1	$8.39M	Buy	175,277 +12,805	+8%	+$610K	0.25%	84
2023 Q4	$7.72M	Sell	162,472 -5,676	-3%	-$269K	0.25%	82
2023 Q3	$7.95M	Sell	168,148 -44,632	-21%	-$2.11M	0.32%	71
2023 Q2	$10.1M	Buy	212,780 +157,070	+282%	+$7.49M	0.4%	59
2023 Q1	$2.66M	Buy	55,710 +23,380	+72%	+$1.1M	0.15%	142
2022 Q4	$1.51M	Buy	32,330 +5,469	+20%	+$261K	0.09%	202
2022 Q3	$1.29M	Sell	26,861 -10,399	-28%	-$515K	0.11%	172
2022 Q2	$1.87M	Buy	37,260 +10,522	+39%	+$532K	0.16%	134
2022 Q1	$1.37M	Sell	26,738 -2,550	-9%	-$131K	0.1%	188
2021 Q4	$1.5M	Buy	29,288 +2,388	+9%	+$124K	0.11%	170
2021 Q3	$1.41M	Buy	26,900 +1,178	+5%	+$61.8K	0.12%	154
2021 Q2	$1.35M	Sell	25,722 -3,545	-12%	-$185K	0.12%	153
2021 Q1	$1.51M	Buy	29,267 +14,283	+95%	+$734K	0.15%	126
2020 Q4	$766K	Sell	14,984 -1,089	-7%	-$55.4K	0.09%	184
2020 Q3	$820K	Sell	16,073 -2,173	-12%	-$110K	0.11%	144
2020 Q2	$915K	Buy	18,246 +5	+0%	+$248	0.15%	115
2020 Q1	$904K	Buy	+18,241	New	+$896K	0.17%	108
2017 Q4	–	Sell	-12	Closed	-$1K	–	676
2017 Q3	$1K	Sell	12 -36	-75%	-$1.78K	﹤0.01%	633
2017 Q2	$2K	Hold	48	–	–	﹤0.01%	566
2017 Q1	$2K	Hold	48	–	–	﹤0.01%	600
2016 Q4	$2K	Hold	48	–	–	﹤0.01%	684
2016 Q3	$2K	Hold	48	–	–	﹤0.01%	606
2016 Q2	$2K	Buy	+48	New	+$2.36K	﹤0.01%	427

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q2 2026, buying an estimated $2.13M and bringing the position to 429,630 shares worth $21.6M. The position accounts for 0.34% of the portfolio, ranked #61.

Perigon Wealth Management first reported a position in VTIP in Q2 2016 and has held it in 32 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Perigon Wealth Management held 429,630 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21.6M as of Q2 2026.
Perigon Wealth Management bought 42,408 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.13M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Perigon Wealth Management's portfolio in Q2 2026, its #61 holding.
Perigon Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and has held it in 32 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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