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Destination Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Destination Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.87M Buy
14,848
+2,582
+21% +$1.61M 0.23% 81
2025
Q4 		$7.69M Sell
12,266
-197
-2% -$122K 0.2% 86
2025
Q3 		$7.63M Buy
12,463
+1,688
+16% +$995K 0.21% 84
2025
Q2 		$6.12M Sell
10,775
-495
-4% -$260K 0.18% 89
2025
Q1 		$5.79M Buy
11,270
+7,528
+201% +$4.07M 0.18% 89
2024
Q4 		$2.02M Buy
3,742
+644
+21% +$349K 0.06% 112
2024
Q3 		$1.63M Buy
3,098
+111
+4% +$56.4K 0.05% 116
2024
Q2 		$1.49M Sell
2,987
-199
-6% -$95.8K 0.05% 114
2024
Q1 		$1.53M Sell
3,186
-290
-8% -$133K 0.05% 115
2023
Q4 		$1.52M Sell
3,476
-584
-14% -$239K 0.05% 115
2023
Q3 		$1.59M Buy
4,060
+484
+14% +$198K 0.06% 108
2023
Q2 		$1.46M Sell
3,576
-560
-14% -$216K 0.05% 110
2023
Q1 		$1.56M Sell
4,136
-886
-18% -$325K 0.06% 111
2022
Q4 		$1.76M Buy
5,022
+135
+3% +$47.7K 0.07% 107
2022
Q3 		$1.6M Buy
4,887
+205
+4% +$74.9K 0.07% 106
2022
Q2 		$1.62M Buy
4,682
+839
+22% +$316K 0.07% 113
2022
Q1 		$1.59M Sell
3,843
-471
-11% -$193K 0.06% 107
2021
Q4 		$1.88M Buy
4,314
+182
+4% +$76.8K 0.07% 107
2021
Q3 		$1.63M Buy
4,132
+226
+6% +$91.7K 0.06% 104
2021
Q2 		$1.54M Sell
3,906
-598
-13% -$230K 0.06% 105
2021
Q1 		$1.64M Sell
4,504
-402
-8% -$143K 0.07% 102
2020
Q4 		$1.69M Sell
4,906
-461
-9% -$150K 0.07% 95
2020
Q3 		$1.65M Sell
5,367
-787
-13% -$240K 0.08% 88
2020
Q2 		$1.74M Sell
6,154
-2,053
-25% -$553K 0.09% 87
2020
Q1 		$1.94M Sell
8,207
-742
-8% -$208K 0.12% 79
2019
Q4 		$2.65M Buy
8,949
+81
+0.9% +$22.9K 0.13% 78
2019
Q3 		$2.42M Sell
8,868
-4,943
-36% -$1.34M 0.13% 78
2019
Q2 		$3.72M Buy
13,811
+1,108
+9% +$293K 0.2% 71
2019
Q1 		$3.3M Sell
12,703
-1,841
-13% -$460K 0.19% 72
2018
Q4 		$3.34M Sell
14,544
-1,137
-7% -$282K 0.2% 71
2018
Q3 		$4.19M Sell
15,681
-3,594
-19% -$940K 0.23% 69
2018
Q2 		$4.81M Sell
19,275
-1,770
-8% -$439K 0.29% 62
2018
Q1 		$5.09M Sell
21,045
-5,250
-20% -$1.32M 0.31% 60
2017
Q4 		$6.45M Sell
26,295
-2,163
-8% -$517K 0.39% 55
2017
Q3 		$6.57M Sell
28,458
-5,761
-17% -$1.3M 0.42% 53
2017
Q2 		$7.6M Sell
34,219
-4,036
-11% -$888K 0.51% 50
2017
Q1 		$8.28M Sell
38,255
-6,616
-15% -$1.41M 0.57% 44
2016
Q4 		$9.21M Sell
44,871
-10,321
-19% -$2.07M 0.68% 39
2016
Q3 		$11M Sell
55,192
-968
-2% -$192K 0.85% 33
2016
Q2 		$10.8M Sell
56,160
-196,276
-78% -$37.4M 0.89% 31
2016
Q1 		$47.2M Hold
252,436
– – 4.52% 3
2015
Q4 		$47.2M Buy
+252,436
New +$47.5M 4.52% 3

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Destination Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q1 2026, buying an estimated $1.61M and bringing the position to 14,848 shares worth $8.87M. The position accounts for 0.23% of the portfolio, ranked #81.

Destination Wealth Management first reported a position in VOO in Q4 2015 and has held it in 42 quarters since. The position peaked at $47.2M in Q1 2016. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Destination Wealth Management held 14,848 shares of Vanguard S&P 500 ETF worth $8.87M as of Q1 2026.
  • Destination Wealth Management bought 2,582 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.61M.
  • Vanguard S&P 500 ETF made up 0.23% of Destination Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Destination Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 42 quarters since.
  • Destination Wealth Management's Vanguard S&P 500 ETF position peaked at $47.2M in Q1 2016.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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