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Perigon Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Perigon Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.4M Buy
624,084
+40,938
+7% +$3.18M 0.82% 19
2025
Q4 		$47.4M Buy
583,146
+41,712
+8% +$3.39M 0.85% 19
2025
Q3 		$43.3M Buy
541,434
+91,998
+20% +$7.03M 0.88% 16
2025
Q2 		$32.8M Sell
449,436
-31,530
-7% -$2.08M 0.77% 20
2025
Q1 		$29.7M Buy
480,966
+49,998
+12% +$3.37M 0.76% 21
2024
Q4 		$29.5M Buy
430,968
+77,586
+22% +$5.21M 0.72% 22
2024
Q3 		$22.6M Buy
353,382
+69,108
+24% +$4.28M 0.6% 28
2024
Q2 		$17.7M Buy
284,274
+95,958
+51% +$5.6M 0.51% 38
2024
Q1 		$10.8M Buy
188,316
+57,792
+44% +$3.18M 0.33% 66
2023
Q4 		$6.76M Buy
130,524
+27,528
+27% +$1.33M 0.22% 99
2023
Q3 		$4.67M Buy
102,996
+42,198
+69% +$1.99M 0.19% 118
2023
Q2 		$2.87M Buy
60,798
+20,520
+51% +$890K 0.11% 166
2023
Q1 		$1.67M Buy
40,278
+1,956
+5% +$76.1K 0.1% 198
2022
Q4 		$1.36M Sell
38,322
-1,734
-4% -$63.8K 0.08% 222
2022
Q3 		$1.43M Buy
40,056
+2,850
+8% +$115K 0.12% 162
2022
Q2 		$1.38M Buy
37,206
+11,232
+43% +$461K 0.12% 168
2022
Q1 		$1.25M Buy
25,974
+4,314
+20% +$204K 0.09% 198
2021
Q4 		$1.16M Buy
21,660
+13,782
+175% +$718K 0.08% 203
2021
Q3 		$381K Buy
7,878
+210
+3% +$10.4K 0.03% 362
2021
Q2 		$367K Sell
7,668
-4,632
-38% -$210K 0.03% 357
2021
Q1 		$527K Sell
12,300
-1,794
-13% -$76.8K 0.05% 280
2020
Q4 		$595K Buy
14,094
+1,428
+11% +$57K 0.07% 219
2020
Q3 		$480K Sell
12,666
-378
-3% -$14K 0.07% 230
2020
Q2 		$439K Sell
13,044
-1,584
-11% -$48.7K 0.07% 208
2020
Q1 		$409K Buy
14,628
+6,636
+83% +$199K 0.08% 195
2019
Q4 		$246K Buy
+7,992
New +$231K 0.05% 225
2016
Q4 		– Sell
-4,488
Closed -$84K – 761
2016
Q3 		$84K Hold
4,488
– – 0.02% 256
2016
Q2 		$80K Buy
+4,488
New +$79.9K 0.02% 246

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Perigon Wealth Management increased its Vanguard Growth ETF (VUG) stake by 7% in Q1 2026, buying an estimated $3.18M and bringing the position to 624,084 shares worth $45.4M. The position accounts for 0.82% of the portfolio, ranked #19.

Perigon Wealth Management first reported a position in VUG in Q2 2016 and has held it in 28 quarters since. The position peaked at $47.4M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Perigon Wealth Management held 624,084 shares of Vanguard Growth ETF worth $45.4M as of Q1 2026.
  • Perigon Wealth Management bought 40,938 Vanguard Growth ETF shares in Q1 2026, an estimated $3.18M.
  • Vanguard Growth ETF made up 0.82% of Perigon Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Perigon Wealth Management first reported a position in Vanguard Growth ETF in Q2 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's Vanguard Growth ETF position peaked at $47.4M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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