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Vanguard Instl Index shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0M 79k 75.43
2025-09-30 $4.7M 62k 75.61
2025-06-30 $3.8M 50k 75.55

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Perigon Wealth Management

Top funds holding Vanguard Instl Index

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Royal Bank of Canada
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UBS Group
Branch Banking & Trust Company
Cypress Capital
EverSource Wealth Advisors
Pathway Financial Advisors
Garde Capital

View all funds holding Vanguard Instl Index