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Disclosery

Destination Wealth Management: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on VTI, newest first. How the timeline and the estimate are built.

Destination Wealth Management held 8,216 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,216 shares
    Change vs previous 13F +1,013 shares

    0.07% of the 13F portfolio, value $3,040,072.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,203 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $2,310,884.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,204 shares
    Change vs previous 13F +4,732 shares

    0.06% of the 13F portfolio, value $2,415,241.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,472 shares
    Change vs previous 13F -612 shares

    0.02% of the 13F portfolio, value $811,257.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,084 shares
    Change vs previous 13F -634 shares

    0.03% of the 13F portfolio, value $937,470.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,718 shares
    Change vs previous 13F +1,070 shares

    0.03% of the 13F portfolio, value $1,021,990.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,648 shares
    Change vs previous 13F -595 shares

    0.02% of the 13F portfolio, value $767,449.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,243 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $918,349.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).