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Perigon Wealth Management, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on VUG, newest first. How the timeline and the estimate are built.

Perigon Wealth Management, LLC held 614,209 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 614,209 shares
    Change vs previous 13F +510,195 shares

    0.84% of the 13F portfolio, value $52,907,994.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 104,014 shares
    Change vs previous 13F +6,823 shares

    0.82% of the 13F portfolio, value $45,432,194.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 97,191 shares
    Change vs previous 13F +6,952 shares

    0.85% of the 13F portfolio, value $47,415,387.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,239 shares
    Change vs previous 13F +15,333 shares

    0.88% of the 13F portfolio, value $43,279,669.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,906 shares
    Change vs previous 13F -5,255 shares

    0.77% of the 13F portfolio, value $32,838,925.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,161 shares
    Change vs previous 13F +8,333 shares

    0.76% of the 13F portfolio, value $29,725,266.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,828 shares
    Change vs previous 13F +12,931 shares

    0.72% of the 13F portfolio, value $29,485,466.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,897 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $22,612,581.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).