Perigon Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1575239
SAN FRANCISCO, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$13,084,465
-$1,130,465 QoQ
Shares Held
60,841
-5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,084,465 | 60,841 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $14,214,930 | 64,678 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $14,138,992 | 65,522 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,378,049 | 65,364 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $12,532,141 | 64,602 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,981,179 | 66,288 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,864,987 | 64,955 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $11,388,290 | 62,364 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,998,297 | 64,544 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,067,978 | 19,745 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,381,142 | 20,816 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,563,650 | 16,646 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,612,882 | 17,207 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $2,182,293 | 16,146 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $2,369,693 | 16,517 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,344,347 | 14,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,579,341 | 15,018 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,085,337 | 7,066 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,079,815 | 6,976 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,080,155 | 7,344 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $946,544 | 6,705 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $658,481 | 5,118 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $688,549 | 5,876 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $612,689 | 5,926 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||