Perigon Wealth Management, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1575239
SAN FRANCISCO, CA
Position in IVOG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$222,428
-$6,793 QoQ
Shares Held
1,779
-6.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,428 | 1,779 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $229,221 | 1,907 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $227,848 | 1,907 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $215,548 | 1,907 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $214,899 | 1,907 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $218,599 | 1,907 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $208,892 | 1,907 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $219,185 | 1,932 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||