Perigon Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1575239
SAN FRANCISCO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$10,902,943
+$149,782 QoQ
Shares Held
41,627
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,902,943 | 41,627 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $10,753,161 | 41,687 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,127,038 | 43,759 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,472,383 | 44,191 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,663,199 | 43,577 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,216,945 | 42,521 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,366,948 | 39,488 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,502,781 | 61,928 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $13,810,036 | 60,414 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,710,414 | 59,581 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $11,328,318 | 59,916 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,367,557 | 57,155 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,872,639 | 25,705 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,997,427 | 27,228 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $2,535,962 | 14,838 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $2,360,930 | 13,406 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,748,402 | 8,227 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,270,854 | 5,623 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,021,844 | 4,673 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $793,436 | 3,522 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $754,417 | 3,524 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $657,434 | 3,377 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $510,769 | 3,321 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $481,021 | 3,301 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $418,700 | 3,627 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||