VUG Vanguard Growth Etf

Ownership history in Destination Wealth Management  ·  61 quarters on record

This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in Vanguard Growth Etf (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.84% (2018 Q2)
Avg. % of fund
1.74%
First filed
2009 Q2
Last filed
2025 Q4
Quarters held
61
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 141,104 -5,081 -3.5% 1.80% $68.8M $487.86
2025 Q3 REDUCED 146,185 -2,513 -1.7% 1.93% $70.1M $479.12
2025 Q2 REDUCED 148,698 -1,511 -1.0% 1.91% $65.2M $437.49
2025 Q1 REDUCED 150,209 -2,270 -1.5% 1.76% $55.7M $369.62
2024 Q4 REDUCED 152,479 -4,298 -2.7% 1.96% $62.6M $408.58
2024 Q3 REDUCED 156,777 -1,708 -1.1% 1.87% $60.2M $381.70
2024 Q2 REDUCED 158,485 -2,368 -1.5% 1.96% $59.3M $371.40
2024 Q1 REDUCED 160,853 -4,783 -2.9% 1.84% $55.4M $341.38
2023 Q4 REDUCED 165,636 -3,519 -2.1% 1.79% $51.5M $307.92
2023 Q3 REDUCED 169,155 -5,393 -3.1% 1.79% $46.1M $269.20
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)
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