Perigon Wealth Management
VXF icon

Perigon Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Perigon Wealth Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$672K Hold
2,901
– – 0.01% 759
2026
Q2 		$714K Sell
2,901
-59
-2% -$13.5K 0.01% 720
2026
Q1 		$609K Buy
2,960
+3
+0.1% +$642 0.01% 706
2025
Q4 		$618K Buy
2,957
+374
+14% +$78.5K 0.01% 696
2025
Q3 		$541K Buy
2,583
+269
+12% +$54.4K 0.01% 711
2025
Q2 		$446K Buy
2,314
+42
+2% +$7.46K 0.01% 701
2025
Q1 		$391K Buy
2,272
+1
+0% +$189 0.01% 710
2024
Q4 		$446K Sell
2,271
-99
-4% -$19.1K 0.01% 675
2024
Q3 		$431K Buy
2,370
+14
+0.6% +$2.45K 0.01% 662
2024
Q2 		$398K Sell
2,356
-18
-0.8% -$3.04K 0.01% 598
2024
Q1 		$416K Buy
2,374
+513
+28% +$85.2K 0.01% 585
2023
Q4 		$306K Sell
1,861
-27
-1% -$3.97K 0.01% 652
2023
Q3 		$271K Buy
1,888
+125
+7% +$18.7K 0.01% 624
2023
Q2 		$262K Buy
1,763
+9
+0.5% +$1.26K 0.01% 657
2023
Q1 		$246K Sell
1,754
-45
-3% -$6.39K 0.01% 609
2022
Q4 		$239K Sell
1,799
-1,773
-50% -$240K 0.01% 603
2022
Q3 		$454K Sell
3,572
-442
-11% -$62.3K 0.04% 349
2022
Q2 		$526K Sell
4,014
-2,457
-38% -$358K 0.04% 321
2022
Q1 		$1.07M Buy
6,471
+2,565
+66% +$422K 0.08% 219
2021
Q4 		$714K Buy
3,906
+1,682
+76% +$316K 0.05% 271
2021
Q3 		$405K Buy
2,224
+239
+12% +$44.6K 0.04% 350
2021
Q2 		$374K Buy
1,985
+307
+18% +$56.1K 0.03% 355
2021
Q1 		$297K Buy
1,678
+685
+69% +$122K 0.03% 396
2020
Q4 		$164K Buy
+993
New +$147K 0.02% 437
2018
Q1 		– Sell
-1,223
Closed -$137K – 690
2017
Q4 		$137K Buy
+1,223
New +$134K 0.05% 175
2017
Q3 		– Sell
-1,102
Closed -$113K – 720
2017
Q2 		$113K Hold
1,102
– – 0.02% 290
2017
Q1 		$110K Buy
+1,102
New +$109K 0.02% 295

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

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

Perigon Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q3 2026 at 2,901 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #759.

Perigon Wealth Management first reported a position in VXF in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2022. 332 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Perigon Wealth Management held 2,901 shares of Vanguard Extended Market ETF worth $672K as of Q3 2026.
  • Perigon Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q3 2026.
  • Vanguard Extended Market ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #759 holding.
  • Perigon Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2017 and has held it in 27 quarters since.
  • Perigon Wealth Management's Vanguard Extended Market ETF position peaked at $1.07M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

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