Destination Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.4M	Buy	44,692 +514	+1%	+$171K	0.36%	70
2026 Q1	$13.2M	Sell	44,178 -368	-0.8%	-$115K	0.34%	71
2025 Q4	$14M	Sell	44,546 -1,154	-3%	-$360K	0.37%	68
2025 Q3	$14.1M	Sell	45,700 -980	-2%	-$290K	0.39%	68
2025 Q2	$13.3M	Sell	46,680 -1,265	-3%	-$333K	0.39%	70
2025 Q1	$12.3M	Buy	47,945 +275	+0.6%	+$74.5K	0.39%	69
2024 Q4	$12.9M	Sell	47,670 -1,629	-3%	-$441K	0.4%	67
2024 Q3	$13M	Sell	49,299 -1,575	-3%	-$400K	0.4%	67
2024 Q2	$12.7M	Sell	50,874 -1,566	-3%	-$376K	0.42%	65
2024 Q1	$12.6M	Sell	52,440 -1,813	-3%	-$415K	0.42%	64
2023 Q4	$11.8M	Sell	54,253 -1,320	-2%	-$270K	0.41%	64
2023 Q3	$10.9M	Sell	55,573 -3,563	-6%	-$726K	0.42%	64
2023 Q2	$12M	Sell	59,136 -1,257	-2%	-$241K	0.45%	64
2023 Q1	$11.3M	Sell	60,393 -735	-1%	-$134K	0.43%	66
2022 Q4	$10.6M	Sell	61,128 -912	-1%	-$160K	0.42%	65
2022 Q3	$10.1M	Buy	62,040 +1,039	+2%	+$189K	0.43%	66
2022 Q2	$10.5M	Sell	61,001 -949	-2%	-$178K	0.42%	63
2022 Q1	$12.9M	Sell	61,950 -7,643	-11%	-$1.57M	0.48%	62
2021 Q4	$15.4M	Sell	69,593 -2,669	-4%	-$572K	0.54%	60
2021 Q3	$14.5M	Sell	72,262 -2,448	-3%	-$506K	0.56%	61
2021 Q2	$15M	Sell	74,710 -2,072	-3%	-$404K	0.58%	61
2021 Q1	$14.2M	Sell	76,782 -4,257	-5%	-$771K	0.59%	60
2020 Q4	$14.2M	Sell	81,039 -2,968	-4%	-$493K	0.62%	53
2020 Q3	$13.1M	Sell	84,007 -4,877	-5%	-$752K	0.67%	50
2020 Q2	$12.7M	Sell	88,884 -4,435	-5%	-$600K	0.69%	50
2020 Q1	$11.1M	Buy	93,319 +1,908	+2%	+$268K	0.68%	47
2019 Q4	$13.5M	Sell	91,411 -5,173	-5%	-$732K	0.69%	48
2019 Q3	$13.2M	Sell	96,584 -3,565	-4%	-$484K	0.71%	47
2019 Q2	$13.5M	Buy	100,149 +1,351	+1%	+$179K	0.74%	45
2019 Q1	$12.8M	Sell	98,798 -1,398	-1%	-$175K	0.72%	44
2018 Q4	$11.5M	Sell	100,196 -1,601	-2%	-$198K	0.69%	42
2018 Q3	$13.6M	Sell	101,797 -1,003	-1%	-$131K	0.76%	39
2018 Q2	$12.8M	Sell	102,800 -7,014	-6%	-$871K	0.77%	39
2018 Q1	$13.3M	Sell	109,814 -1,732	-2%	-$217K	0.81%	36
2017 Q4	$13.7M	Sell	111,546 -490	-0.4%	-$58.6K	0.83%	34
2017 Q3	$12.9M	Sell	112,036 -3,248	-3%	-$368K	0.83%	36
2017 Q2	$12.8M	Buy	115,284 +173	+0.2%	+$19K	0.85%	32
2017 Q1	$12.4M	Sell	115,111 -2,384	-2%	-$254K	0.86%	32
2016 Q4	$12M	Buy	117,495 +4,443	+4%	+$445K	0.88%	30
2016 Q3	$11.2M	Sell	113,052 -3,280	-3%	-$325K	0.87%	31
2016 Q2	$11.2M	Sell	116,332 -19,770	-15%	-$1.88M	0.92%	30
2016 Q1	$12.7M	Hold	136,102	–	–	1.22%	32
2015 Q4	$12.7M	Sell	136,102 -4,990	-4%	-$470K	1.22%	32
2015 Q3	$12.4M	Sell	141,092 -47,260	-25%	-$4.41M	1.38%	31
2015 Q2	$17.9M	Buy	188,352 +51,733	+38%	+$5.01M	1.18%	35
2015 Q1	$13M	Sell	136,619 -2,914	-2%	-$277K	1.41%	35
2014 Q4	$13.2M	Buy	139,533 +1,042	+0.8%	+$96.1K	1.33%	38
2014 Q3	$12.5M	Sell	138,491 -2,808	-2%	-$255K	1.31%	36
2014 Q2	$12.7M	Sell	141,299 -1,808	-1%	-$158K	1.31%	37
2014 Q1	$12.3M	Sell	143,107 -789	-0.5%	-$66.6K	1.32%	36
2013 Q4	$12.2M	Sell	143,896 -18,887	-12%	-$1.54M	1.28%	39
2013 Q3	$12.6M	Buy	162,783 +798	+0.5%	+$61.4K	1.46%	38
2013 Q2	$11.9M	Buy	+161,985	New	+$11.9M	1.45%	36

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Destination Wealth Management's VV Position: Q2 2026 in Review

Destination Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, buying an estimated $171K and bringing the position to 44,692 shares worth $15.4M. The position accounts for 0.36% of the portfolio, ranked #70.

Destination Wealth Management first reported a position in VV in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.9M in Q2 2015. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Destination Wealth Management held 44,692 shares of Vanguard Morningstar Large-Cap ETF worth $15.4M as of Q2 2026.
Destination Wealth Management bought 514 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $171K.
Vanguard Morningstar Large-Cap ETF made up 0.36% of Destination Wealth Management's portfolio in Q2 2026, its #70 holding.
Destination Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Destination Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $17.9M in Q2 2015.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.