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Destination Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Destination Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267K Sell
884
-471
-35% -$148K 0.01% 270
2025
Q4 		$409K Buy
1,355
+617
+84% +$186K 0.01% 220
2025
Q3 		$220K Buy
+738
New +$213K 0.01% 252
2019
Q1 		– Sell
-75
Closed -$11K – 730
2018
Q4 		$11K Hold
75
– – ﹤0.01% 399
2018
Q3 		$14K Buy
+75
New +$13.8K ﹤0.01% 433

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Destination Wealth Management's VBK Position: Q1 2026 in Review

Destination Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 35% in Q1 2026, selling an estimated $148K and leaving 884 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #270.

Destination Wealth Management first reported a position in VBK in Q3 2018 and has held it in 5 quarters since. The position peaked at $409K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Destination Wealth Management held 884 shares of Vanguard Small-Cap Growth ETF worth $267K as of Q1 2026.
  • Destination Wealth Management sold 471 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $148K.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #270 holding.
  • Destination Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2018 and has held it in 5 quarters since.
  • Destination Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $409K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.