Destination Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,412	Closed	-$248K	–	357
2025 Q4	$248K	Buy	3,412 +596	+21%	+$43.4K	0.01%	264
2025 Q3	$207K	Buy	+2,816	New	+$202K	0.01%	256
2019 Q3	–	Sell	-1,200	Closed	-$50K	–	496
2019 Q2	$50K	Sell	1,200 -320	-21%	-$13.1K	﹤0.01%	276
2019 Q1	$61K	Buy	1,520 +320	+27%	+$12.3K	﹤0.01%	240
2018 Q4	$41K	Hold	1,200	–	–	﹤0.01%	281
2018 Q3	$49K	Sell	1,200 -924	-44%	-$37.7K	﹤0.01%	289
2018 Q2	$84K	Buy	+2,124	New	+$83.4K	0.01%	205

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Destination Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,412 shares — an estimated $248K sold.

Destination Wealth Management first reported a position in VO in Q2 2018 and held it in 7 quarters. The position peaked at $248K in Q4 2025. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Destination Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Destination Wealth Management sold 3,412 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $248K.
Destination Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and held it in 7 quarters.
Destination Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $248K in Q4 2025.
2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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