Destination Wealth Management
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1278573
WALNUT CREEK, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$339,797
+$4,278 QoQ
Shares Held
1,121
-12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#441
of 556 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,797 | 1,121 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $335,519 | 1,281 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,992 | 1,194 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $439,904 | 1,730 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $423,246 | 1,786 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,501 | 1,761 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $421,451 | 1,754 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $420,336 | 1,772 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $241,370 | 1,107 | Shares | Sole | 2024-07-25 | |
| 2021-06-30 | $306,831 | 1,362 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||