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Disclosery

Destination Wealth Management: VTV position timeline

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

Destination Wealth Management held 29,169 VTV 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 29,169 shares
    Change vs previous 13F +613 shares

    0.15% of the 13F portfolio, value $6,356,696.

    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 28,556 shares
    Change vs previous 13F +835 shares

    0.15% of the 13F portfolio, value $5,602,750.

    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 27,721 shares
    Change vs previous 13F +555 shares

    0.14% of the 13F portfolio, value $5,294,518.

    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 27,166 shares
    Change vs previous 13F -1,323 shares

    0.14% of the 13F portfolio, value $5,066,277.

    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 28,489 shares
    Change vs previous 13F -2,292 shares

    0.15% of the 13F portfolio, value $5,035,100.

    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 30,781 shares
    Change vs previous 13F +1,278 shares

    0.17% of the 13F portfolio, value $5,317,120.

    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 29,503 shares
    Change vs previous 13F -394 shares

    0.16% of the 13F portfolio, value $4,994,777.

    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 29,897 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,219,114.

    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).