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Perigon Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Perigon Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Sell
4,639
-485
-9% -$152K 0.03% 450
2025
Q4 		$1.61M Buy
5,124
+329
+7% +$103K 0.03% 420
2025
Q3 		$1.48M Buy
4,795
+573
+14% +$170K 0.03% 414
2025
Q2 		$1.2M Sell
4,222
-143
-3% -$37.7K 0.03% 427
2025
Q1 		$1.12M Buy
4,365
+770
+21% +$209K 0.03% 426
2024
Q4 		$980K Hold
3,595
– – 0.02% 450
2024
Q3 		$947K Buy
3,595
+458
+15% +$116K 0.03% 448
2024
Q2 		$783K Buy
3,137
+9
+0.3% +$2.16K 0.02% 430
2024
Q1 		$750K Sell
3,128
-803
-20% -$184K 0.02% 439
2023
Q4 		$858K Buy
3,931
+87
+2% +$17.8K 0.03% 373
2023
Q3 		$752K Sell
3,844
-220
-5% -$44.8K 0.03% 358
2023
Q2 		$824K Buy
4,064
+195
+5% +$37.4K 0.03% 350
2023
Q1 		$723K Sell
3,869
-465
-11% -$84.7K 0.04% 325
2022
Q4 		$755K Buy
4,334
+31
+0.7% +$5.44K 0.05% 325
2022
Q3 		$704K Buy
4,303
+4
+0.1% +$727 0.06% 264
2022
Q2 		$741K Buy
4,299
+1,232
+40% +$231K 0.06% 255
2022
Q1 		$639K Hold
3,067
– – 0.05% 304
2021
Q4 		$678K Buy
3,067
+65
+2% +$13.9K 0.05% 281
2021
Q3 		$603K Hold
3,002
– – 0.05% 274
2021
Q2 		$603K Sell
3,002
-33
-1% -$6.44K 0.05% 270
2021
Q1 		$562K Sell
3,035
-255
-8% -$46.2K 0.06% 266
2020
Q4 		$578K Hold
3,290
– – 0.07% 228
2020
Q3 		$515K Sell
3,290
-503
-13% -$77.6K 0.07% 218
2020
Q2 		$542K Buy
3,793
+206
+6% +$27.9K 0.09% 188
2020
Q1 		$459K Buy
3,587
+772
+27% +$108K 0.09% 179
2019
Q4 		$419K Buy
2,815
+107
+4% +$15.1K 0.09% 159
2019
Q3 		$372K Sell
2,708
-237
-8% -$32.2K 0.09% 148
2019
Q2 		$397K Hold
2,945
– – 0.09% 146
2019
Q1 		$395K Buy
2,945
+1
+0% +$125 0.09% 143
2018
Q4 		$360K Sell
2,944
-399
-12% -$49.4K 0.09% 147
2018
Q3 		$448K Sell
3,343
-73
-2% -$9.56K 0.11% 128
2018
Q2 		$426K Buy
3,416
+519
+18% +$64.5K 0.13% 145
2018
Q1 		$351K Sell
2,897
-492
-15% -$61.8K 0.13% 113
2017
Q4 		$415K Buy
3,389
+2,164
+177% +$259K 0.15% 82
2017
Q3 		$141K Sell
1,225
-744
-38% -$84.3K 0.05% 223
2017
Q2 		$219K Buy
1,969
+16
+0.8% +$1.76K 0.05% 243
2017
Q1 		$211K Buy
1,953
+22
+1% +$2.35K 0.04% 250
2016
Q4 		$211K Buy
1,931
+623
+48% +$62.4K 0.05% 240
2016
Q3 		$130K Sell
1,308
-75
-5% -$7.43K 0.03% 226
2016
Q2 		$133K Buy
+1,383
New +$131K 0.04% 217

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 9.5% in Q1 2026, selling an estimated $152K and leaving 4,639 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #450.

Perigon Wealth Management first reported a position in VV in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.61M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Perigon Wealth Management held 4,639 shares of Vanguard Large-Cap ETF worth $1.39M as of Q1 2026.
  • Perigon Wealth Management sold 485 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $152K.
  • Vanguard Large-Cap ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #450 holding.
  • Perigon Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • Perigon Wealth Management's Vanguard Large-Cap ETF position peaked at $1.61M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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