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Disclosery

Destination Wealth Management: VUG position timeline

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

Destination Wealth Management held 819,218 VUG 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 819,218 shares
    Change vs previous 13F +682,303 shares

    1.65% of the 13F portfolio, value $70,567,452.

    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 136,915 shares
    Change vs previous 13F -4,189 shares

    1.55% of the 13F portfolio, value $59,803,074.

    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 141,104 shares
    Change vs previous 13F -5,081 shares

    1.8% of the 13F portfolio, value $68,839,047.

    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 146,185 shares
    Change vs previous 13F -2,513 shares

    1.93% of the 13F portfolio, value $70,112,028.

    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 148,698 shares
    Change vs previous 13F -1,511 shares

    1.91% of the 13F portfolio, value $65,189,144.

    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 150,209 shares
    Change vs previous 13F -2,270 shares

    1.76% of the 13F portfolio, value $55,700,597.

    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 152,479 shares
    Change vs previous 13F -4,298 shares

    1.96% of the 13F portfolio, value $62,583,409.

    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 156,777 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $60,191,220.

    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).