Destination Wealth Management’s Vanguard Morningstar 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 Q2	$308K	Sell	841 -43	-5%	-$14.6K	0.01%	272
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Destination Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.9% in Q2 2026, selling an estimated $14.6K and leaving 841 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #272.

Destination Wealth Management first reported a position in VBK in Q3 2018 and has held it in 6 quarters since. The position peaked at $409K in Q4 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Destination Wealth Management held 841 shares of Vanguard Morningstar Small-Cap Growth ETF worth $308K as of Q2 2026.
Destination Wealth Management sold 43 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $14.6K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #272 holding.
Destination Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 6 quarters since.
Destination Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $409K in Q4 2025.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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