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Destination Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Destination Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.31M Sell
7,203
-1
-0% -$336 0.06% 126
2025
Q4 		$2.42M Buy
7,204
+4,732
+191% +$1.57M 0.06% 122
2025
Q3 		$811K Sell
2,472
-612
-20% -$193K 0.02% 144
2025
Q2 		$937K Sell
3,084
-634
-17% -$178K 0.03% 139
2025
Q1 		$1.02M Buy
3,718
+1,070
+40% +$311K 0.03% 131
2024
Q4 		$767K Sell
2,648
-595
-18% -$174K 0.02% 134
2024
Q3 		$918K Sell
3,243
-2,644
-45% -$721K 0.03% 126
2024
Q2 		$1.57M Sell
5,887
-896
-13% -$232K 0.05% 111
2024
Q1 		$1.76M Buy
6,783
+577
+9% +$143K 0.06% 111
2023
Q4 		$1.47M Sell
6,206
-114
-2% -$25.2K 0.05% 116
2023
Q3 		$1.34M Buy
6,320
+586
+10% +$130K 0.05% 111
2023
Q2 		$1.26M Hold
5,734
– – 0.05% 113
2023
Q1 		$1.17M Sell
5,734
-16
-0.3% -$3.2K 0.04% 115
2022
Q4 		$1.1M Sell
5,750
-796
-12% -$153K 0.04% 118
2022
Q3 		$1.18M Buy
6,546
+196
+3% +$39.1K 0.05% 115
2022
Q2 		$1.2M Buy
6,350
+5,211
+458% +$1.07M 0.05% 117
2022
Q1 		$259K Sell
1,139
-3,067
-73% -$690K 0.01% 180
2021
Q4 		$1.02M Buy
4,206
+2,745
+188% +$648K 0.04% 116
2021
Q3 		$324K Sell
1,461
-504
-26% -$115K 0.01% 147
2021
Q2 		$438K Buy
+1,965
New +$426K 0.02% 133
2019
Q3 		– Sell
-620
Closed -$93K – 501
2019
Q2 		$93K Sell
620
-229
-27% -$33.7K 0.01% 194
2019
Q1 		$123K Sell
849
-1,317
-61% -$184K 0.01% 171
2018
Q4 		$276K Buy
2,166
+983
+83% +$136K 0.02% 129
2018
Q3 		$177K Buy
1,183
+71
+6% +$10.4K 0.01% 160
2018
Q2 		$156K Sell
1,112
-264,594
-100% -$36.9M 0.01% 153
2018
Q1 		$12.8M Buy
265,706
+264,114
+16,590% +$37M 0.78% 38
2017
Q4 		$218K Sell
1,592
-79
-5% -$10.6K 0.01% 147
2017
Q3 		$216K Sell
1,671
-7,278
-81% -$922K 0.01% 146
2017
Q2 		$1.11M Buy
8,949
+932
+12% +$115K 0.07% 92
2017
Q1 		$973K Sell
8,017
-3,500
-30% -$419K 0.07% 93
2016
Q4 		$1.33M Sell
11,517
-2,844
-20% -$320K 0.1% 82
2016
Q3 		$1.6M Buy
14,361
+5,408
+60% +$600K 0.12% 77
2016
Q2 		$959K Buy
8,953
+6,957
+349% +$737K 0.08% 83
2016
Q1 		$208K Hold
1,996
– – 0.02% 123
2015
Q4 		$208K Buy
+1,996
New +$210K 0.02% 123
2015
Q3 		– Sell
-26,001
Closed -$2.78M – 221
2015
Q2 		$2.78M Buy
+26,001
New +$2.84M 0.18% 83
2014
Q4 		– Sell
-3,765
Closed -$381K – 127
2014
Q3 		$381K Sell
3,765
-1,551
-29% -$159K 0.04% 98
2014
Q2 		$541K Buy
+5,316
New +$524K 0.06% 80

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Destination Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.01% in Q1 2026, selling an estimated $336 and leaving 7,203 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #126.

Destination Wealth Management first reported a position in VTI in Q2 2014 and has held it in 38 quarters since. The position peaked at $12.8M in Q1 2018. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Destination Wealth Management held 7,203 shares of Vanguard Total Stock Market ETF worth $2.31M as of Q1 2026.
  • Destination Wealth Management sold 1 Vanguard Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Total Stock Market ETF made up 0.06% of Destination Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Destination Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2014 and has held it in 38 quarters since.
  • Destination Wealth Management's Vanguard Total Stock Market ETF position peaked at $12.8M in Q1 2018.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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