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Destination Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Destination Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.8M Sell
821,490
-25,134
-3% -$1.96M 1.55% 22
2025
Q4 		$68.8M Sell
846,624
-30,486
-3% -$2.47M 1.8% 17
2025
Q3 		$70.1M Sell
877,110
-15,078
-2% -$1.15M 1.93% 15
2025
Q2 		$65.2M Sell
892,188
-9,066
-1% -$597K 1.91% 16
2025
Q1 		$55.7M Sell
901,254
-13,620
-1% -$918K 1.76% 18
2024
Q4 		$62.6M Sell
914,874
-25,788
-3% -$1.73M 1.96% 14
2024
Q3 		$60.2M Sell
940,662
-10,248
-1% -$635K 1.87% 17
2024
Q2 		$59.3M Sell
950,910
-14,208
-1% -$829K 1.96% 16
2024
Q1 		$55.4M Sell
965,118
-28,698
-3% -$1.58M 1.84% 16
2023
Q4 		$51.5M Sell
993,816
-21,114
-2% -$1.02M 1.79% 19
2023
Q3 		$46.1M Sell
1,014,930
-32,358
-3% -$1.53M 1.79% 16
2023
Q2 		$49.4M Sell
1,047,288
-28,374
-3% -$1.23M 1.84% 16
2023
Q1 		$44.7M Buy
1,075,662
+3,984
+0.4% +$155K 1.69% 17
2022
Q4 		$38.1M Sell
1,071,678
-828
-0.1% -$30.5K 1.51% 22
2022
Q3 		$38.2M Buy
1,072,506
+28,080
+3% +$1.13M 1.61% 17
2022
Q2 		$38.8M Buy
1,044,426
+14,292
+1% +$587K 1.56% 21
2022
Q1 		$49.4M Sell
1,030,134
-134,538
-12% -$6.36M 1.83% 17
2021
Q4 		$62.3M Sell
1,164,672
-29,628
-2% -$1.54M 2.2% 9
2021
Q3 		$57.8M Sell
1,194,300
-37,746
-3% -$1.88M 2.24% 10
2021
Q2 		$58.9M Sell
1,232,046
-5,412
-0.4% -$246K 2.27% 10
2021
Q1 		$53M Sell
1,237,458
-37,962
-3% -$1.62M 2.19% 10
2020
Q4 		$53.9M Sell
1,275,420
-34,548
-3% -$1.38M 2.34% 10
2020
Q3 		$49.7M Sell
1,309,968
-136,998
-9% -$5.06M 2.52% 9
2020
Q2 		$48.7M Sell
1,446,966
-209,598
-13% -$6.45M 2.64% 9
2020
Q1 		$43.3M Sell
1,656,564
-748,332
-31% -$22.4M 2.65% 9
2019
Q4 		$73M Sell
2,404,896
-47,790
-2% -$1.38M 3.72% 5
2019
Q3 		$68M Buy
2,452,686
+14,760
+0.6% +$410K 3.68% 4
2019
Q2 		$66.4M Sell
2,437,926
-61,998
-2% -$1.66M 3.66% 4
2019
Q1 		$65.2M Sell
2,499,924
-63,102
-2% -$1.56M 3.67% 4
2018
Q4 		$57.4M Sell
2,563,026
-2,814
-0.1% -$68.2K 3.45% 5
2018
Q3 		$68.9M Buy
2,565,840
+6,846
+0.3% +$179K 3.83% 4
2018
Q2 		$63.9M Sell
2,558,994
-24,366
-0.9% -$598K 3.84% 4
2018
Q1 		$61.1M Sell
2,583,360
-27,402
-1% -$668K 3.72% 4
2017
Q4 		$61.2M Buy
2,610,762
+4,374
+0.2% +$100K 3.72% 4
2017
Q3 		$57.7M Sell
2,606,388
-15,510
-0.6% -$337K 3.69% 4
2017
Q2 		$55.5M Buy
2,621,898
+73,866
+3% +$1.55M 3.7% 4
2017
Q1 		$51.7M Buy
2,548,032
+207,258
+9% +$4.09M 3.56% 4
2016
Q4 		$43.5M Buy
2,340,774
+34,260
+1% +$634K 3.19% 5
2016
Q3 		$43.2M Buy
2,306,514
+48,780
+2% +$908K 3.34% 5
2016
Q2 		$40.3M Buy
2,257,734
+1,807,440
+401% +$32.2M 3.32% 5
2016
Q1 		$7.98M Hold
450,294
– – 0.76% 43
2015
Q4 		$7.98M Buy
450,294
+430,770
+2,206% +$7.72M 0.76% 43
2015
Q3 		$326K Sell
19,524
-26,976
-58% -$478K 0.04% 106
2015
Q2 		$830K Buy
46,500
+28,926
+165% +$525K 0.05% 139
2015
Q1 		$315K Buy
17,574
+2,670
+18% +$47.4K 0.03% 96
2014
Q4 		$259K Buy
14,904
+1,518
+11% +$25.8K 0.03% 105
2014
Q3 		$222K Hold
13,386
– – 0.02% 124
2014
Q2 		$221K Buy
13,386
+120
+0.9% +$1.9K 0.02% 126
2014
Q1 		$207K Hold
13,266
– – 0.02% 117
2013
Q4 		$206K Buy
+13,266
New +$196K 0.02% 100

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Destination Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 3% in Q1 2026, selling an estimated $1.96M and leaving 821,490 shares worth $59.8M. The position accounts for 1.55% of the portfolio, ranked #22.

Destination Wealth Management first reported a position in VUG in Q4 2013 and has held it in 50 quarters since. The position peaked at $73M in Q4 2019. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Destination Wealth Management held 821,490 shares of Vanguard Growth ETF worth $59.8M as of Q1 2026.
  • Destination Wealth Management sold 25,134 Vanguard Growth ETF shares in Q1 2026, an estimated $1.96M.
  • Vanguard Growth ETF made up 1.55% of Destination Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Destination Wealth Management first reported a position in Vanguard Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Destination Wealth Management's Vanguard Growth ETF position peaked at $73M in Q4 2019.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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