Perigon Wealth Management »

Vanguard Short-Term Bond ETF shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Short-Term Bond ETF by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 118k 78.69
2024-06-30 $14M 176k 76.70
2024-03-31 $14M 178k 76.67
2023-12-31 $14M 178k 77.02
2023-09-30 $13M 172k 75.17
2023-06-30 $13M 169k 75.57
2023-03-31 $5.1M 67k 76.49
2022-12-31 $4.6M 62k 75.28
2022-09-30 $5.8M 77k 74.81
2022-06-30 $5.7M 74k 76.79
2022-03-31 $5.9M 76k 77.90
2021-12-31 $6.1M 75k 80.83
2021-09-30 $4.2M 51k 81.93
2021-06-30 $4.0M 49k 82.16
2021-03-31 $4.3M 52k 82.19
2020-12-31 $4.3M 52k 82.90
2020-09-30 $1.9M 23k 83.03
2020-06-30 $1.5M 18k 83.11
2020-03-31 $2.0M 24k 82.57
2019-12-31 $532k 6.6k 80.78
2018-06-30 $213k 2.7k 78.25
2018-03-31 $58k 746 77.75
2017-12-31 $90k 1.1k 78.95
2017-09-30 $319k 4.0k 79.89
2017-06-30 $1.3M 17k 79.86
2017-03-31 $1.4M 18k 79.71
2016-12-31 $1.4M 18k 79.56
2016-09-30 $1.9M 23k 80.83
2016-06-30 $1.3M 16k 81.04
2015-12-31 $1.1M 13k 79.60
2015-09-30 $1.5M 18k 80.38
2015-06-30 $1.5M 18k 80.21
2015-03-31 $1.4M 17k 80.52
2014-06-30 $208k 2.6k 80.43
2014-03-31 $207k 2.6k 80.05
2013-12-31 $206k 2.6k 79.66
2011-09-30 $5.8M 77k 74.81

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Morgan Stanley
Mercer Global Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
Empower Advisory Group
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
H D Vest Advisory Services
Wells Fargo & Company
Truepoint
LPL Financial
United Capital Financial Advisers
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF