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Perigon Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Perigon Wealth Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
15,008
+2,367
+19% +$247K 0.03% 432
2025
Q4 		$1.26M Sell
12,641
-126
-1% -$12.5K 0.02% 475
2025
Q3 		$1.25M Buy
12,767
+525
+4% +$48.7K 0.03% 452
2025
Q2 		$1.07M Buy
12,242
+3,742
+44% +$304K 0.02% 448
2025
Q1 		$686K Buy
8,500
+575
+7% +$50.4K 0.02% 542
2024
Q4 		$719K Buy
7,925
+1,342
+20% +$124K 0.02% 532
2024
Q3 		$588K Buy
+6,583
New +$570K 0.02% 569
2024
Q2 		– Sell
-4,909
Closed -$418K – 930
2024
Q1 		$418K Sell
4,909
-2,690
-35% -$217K 0.01% 584
2023
Q4 		$616K Buy
7,599
+4,013
+112% +$291K 0.02% 444
2023
Q3 		$256K Buy
3,586
+4
+0.1% +$304 0.01% 645
2023
Q2 		$271K Buy
3,582
+171
+5% +$12.3K 0.01% 645
2023
Q1 		$246K Sell
3,411
-203
-6% -$15.1K 0.01% 608
2022
Q4 		$254K Buy
+3,614
New +$260K 0.02% 585
2021
Q1 		– Sell
-580
Closed -$46K – 1028
2020
Q4 		$46K Buy
+580
New +$41K 0.01% 771
2020
Q1 		– Sell
-8,460
Closed -$562K – 345
2019
Q4 		$562K Buy
8,460
+260
+3% +$16.5K 0.11% 131
2019
Q3 		$499K Hold
8,200
– – 0.12% 121
2019
Q2 		$512K Hold
8,200
– – 0.12% 126
2019
Q1 		$517K Hold
8,200
– – 0.12% 123
2018
Q4 		$485K Buy
+8,200
New +$491K 0.12% 125

Other funds holding VTWO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 19% in Q1 2026, buying an estimated $247K and bringing the position to 15,008 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #432.

Perigon Wealth Management first reported a position in VTWO in Q4 2018 and has held it in 19 quarters since. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Perigon Wealth Management held 15,008 shares of Vanguard Russell 2000 ETF worth $1.5M as of Q1 2026.
  • Perigon Wealth Management bought 2,367 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $247K.
  • Vanguard Russell 2000 ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #432 holding.
  • Perigon Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 19 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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