Destination Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Destination Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Buy	9,573 +2,930	+44%	+$653K	0.05%	132
2025 Q4	$1.46M	Buy	6,643 +3,970	+149%	+$867K	0.04%	140
2025 Q3	$577K	Sell	2,673 -267	-9%	-$56.1K	0.02%	168
2025 Q2	$602K	Sell	2,940 -157	-5%	-$30.4K	0.02%	161
2025 Q1	$601K	Buy	3,097 +200	+7%	+$39.8K	0.02%	153
2024 Q4	$567K	Sell	2,897 -21	-0.7%	-$4.19K	0.02%	154
2024 Q3	$578K	Buy	2,918 +3	+0.1%	+$571	0.02%	149
2024 Q2	$532K	Sell	2,915 -401	-12%	-$72.2K	0.02%	149
2024 Q1	$606K	Buy	3,316 +2	+0.1%	+$351	0.02%	141
2023 Q4	$565K	Sell	3,314 -54	-2%	-$8.69K	0.02%	146
2023 Q3	$523K	Sell	3,368 -66	-2%	-$10.7K	0.02%	142
2023 Q2	$558K	Sell	3,434 -337	-9%	-$52.8K	0.02%	145
2023 Q1	$581K	Buy	3,771 +781	+26%	+$120K	0.02%	138
2022 Q4	$454K	Sell	2,990 -551	-16%	-$82.1K	0.02%	145
2022 Q3	$479K	Buy	3,541 +24	+0.7%	+$3.57K	0.02%	137
2022 Q2	$505K	Sell	3,517 -500	-12%	-$76.1K	0.02%	141
2022 Q1	$651K	Buy	4,017 +913	+29%	+$147K	0.02%	126
2021 Q4	$533K	Sell	3,104 -329	-10%	-$54.2K	0.02%	141
2021 Q3	$527K	Buy	3,433 +284	+9%	+$45.3K	0.02%	127
2021 Q2	$487K	Buy	3,149 +1,456	+86%	+$223K	0.02%	130
2021 Q1	$249K	Sell	1,693 -1,287	-43%	-$183K	0.01%	165
2020 Q4	$421K	Buy	2,980 +1,157	+63%	+$157K	0.02%	129
2020 Q3	$235K	Sell	1,823 -457	-20%	-$57.5K	0.01%	135
2020 Q2	$267K	Sell	2,280 -409	-15%	-$46.6K	0.01%	129
2020 Q1	$278K	Buy	2,689 +97	+4%	+$11.6K	0.02%	143
2019 Q4	$323K	Buy	+2,592	New	+$314K	0.02%	131
2019 Q3	–	Sell	-638	Closed	-$73K	–	493
2019 Q2	$73K	Sell	638 -793	-55%	-$88.9K	﹤0.01%	223
2019 Q1	$157K	Buy	1,431 +715	+100%	+$75.4K	0.01%	155
2018 Q4	$70K	Buy	716 +6	+0.8%	+$626	﹤0.01%	223
2018 Q3	$79K	Buy	710 +128	+22%	+$13.8K	﹤0.01%	234
2018 Q2	$59K	Buy	582 +39	+7%	+$3.98K	﹤0.01%	242
2018 Q1	$55K	Buy	+543	New	+$56.3K	﹤0.01%	246
2017 Q3	–	Sell	-2,388	Closed	-$221K	–	159
2017 Q2	$221K	Buy	+2,388	New	+$219K	0.01%	143
2017 Q1	–	Sell	-7,289	Closed	-$621K	–	175
2016 Q4	$621K	Sell	7,289 -5,424	-43%	-$456K	0.05%	102
2016 Q3	$1.07M	Sell	12,713 -2,077	-14%	-$176K	0.08%	82
2016 Q2	$1.23M	Buy	+14,790	New	+$1.21M	0.1%	77

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Destination Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 44% in Q1 2026, buying an estimated $653K and bringing the position to 9,573 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #132.

Destination Wealth Management first reported a position in VIG in Q2 2016 and has held it in 36 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Destination Wealth Management held 9,573 shares of Vanguard Dividend Appreciation ETF worth $2.06M as of Q1 2026.
Destination Wealth Management bought 2,930 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $653K.
Vanguard Dividend Appreciation ETF made up 0.05% of Destination Wealth Management's portfolio in Q1 2026, its #132 holding.
Destination Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 36 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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