Delap Wealth Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Delap Wealth Advisory’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$337K	Sell	1,287 -305	-19%	-$82.5K	0.13%	72
2025 Q4	$411K	Sell	1,592 -147	-8%	-$37.7K	0.16%	66
2025 Q3	$443K	Buy	1,739 +397	+30%	+$98.5K	0.19%	54
2025 Q2	$318K	Sell	1,342 -548	-29%	-$122K	0.15%	62
2025 Q1	$419K	Buy	1,890 +7	+0.4%	+$1.67K	0.23%	48
2024 Q4	$452K	Buy	+1,883	New	+$463K	0.27%	41
2024 Q1	–	Sell	-978	Closed	-$209K	–	270
2023 Q4	$209K	Buy	+978	New	+$188K	0.09%	91

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Delap Wealth Advisory's VB Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q1 2026, selling an estimated $82.5K and leaving 1,287 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #72.

Delap Wealth Advisory first reported a position in VB in Q4 2023 and has held it in 7 quarters since. The position peaked at $452K in Q4 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Delap Wealth Advisory held 1,287 shares of Vanguard Morningstar Small-Cap ETF worth $337K as of Q1 2026.
Delap Wealth Advisory sold 305 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $82.5K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Delap Wealth Advisory's portfolio in Q1 2026, its #72 holding.
Delap Wealth Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Delap Wealth Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $452K in Q4 2024.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.