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Destination Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Destination Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Sell
1,121
-160
-12% -$45.9K 0.01% 264
2026
Q1 		$336K Buy
1,281
+87
+7% +$23.5K 0.01% 245
2025
Q4 		$308K Sell
1,194
-536
-31% -$137K 0.01% 247
2025
Q3 		$440K Sell
1,730
-56
-3% -$13.9K 0.01% 189
2025
Q2 		$423K Buy
1,786
+25
+1% +$5.58K 0.01% 190
2025
Q1 		$390K Buy
1,761
+7
+0.4% +$1.67K 0.01% 185
2024
Q4 		$421K Sell
1,754
-18
-1% -$4.43K 0.01% 171
2024
Q3 		$420K Buy
1,772
+665
+60% +$151K 0.01% 173
2024
Q2 		$241K Buy
+1,107
New +$243K 0.01% 184
2021
Q3 		– Sell
-1,362
Closed -$307K – 183
2021
Q2 		$307K Buy
+1,362
New +$302K 0.01% 156
2020
Q1 		– Sell
-1,721
Closed -$285K – 175
2019
Q4 		$285K Buy
+1,721
New +$274K 0.01% 136
2019
Q3 		– Sell
-424
Closed -$66K – 486
2019
Q2 		$66K Buy
424
+135
+47% +$20.9K ﹤0.01% 237
2019
Q1 		$44K Sell
289
-162
-36% -$24.1K ﹤0.01% 282
2018
Q4 		$60K Hold
451
– – ﹤0.01% 238
2018
Q3 		$73K Buy
451
+125
+38% +$20.2K ﹤0.01% 244
2018
Q2 		$51K Sell
326
-22
-6% -$3.37K ﹤0.01% 256
2018
Q1 		$51K Buy
+348
New +$52K ﹤0.01% 253

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Destination Wealth Management's VB Position: Q2 2026 in Review

Destination Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q2 2026, selling an estimated $45.9K and leaving 1,121 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #264.

Destination Wealth Management first reported a position in VB in Q1 2018 and has held it in 17 quarters since. The position peaked at $440K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Destination Wealth Management held 1,121 shares of Vanguard Morningstar Small-Cap ETF worth $340K as of Q2 2026.
  • Destination Wealth Management sold 160 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $45.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Destination Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 17 quarters since.
  • Destination Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $440K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.