Delap Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$800K	Sell	1,165 -40	-3%	-$26.7K	0.27%	41
2026 Q1	$720K	Buy	1,205 +22	+2%	+$13.8K	0.27%	42
2025 Q4	$742K	Buy	1,183 +41	+4%	+$25.5K	0.29%	41
2025 Q3	$702K	Sell	1,142 -191	-14%	-$113K	0.3%	40
2025 Q2	$757K	Sell	1,333 -353	-21%	-$186K	0.36%	36
2025 Q1	$866K	Buy	1,686 +538	+47%	+$291K	0.48%	33
2024 Q4	$618K	Buy	+1,148	New	+$622K	0.37%	36
2024 Q3	–	Sell	-562	Closed	-$281K	–	115
2024 Q2	$281K	Sell	562 -3,447	-86%	-$1.66M	0.13%	80
2024 Q1	$1.93M	Buy	4,009 +2,761	+221%	+$1.26M	0.78%	27
2023 Q4	$545K	Buy	1,248 +729	+140%	+$298K	0.25%	47
2023 Q3	$204K	Hold	519	–	–	0.2%	51
2023 Q2	$211K	Buy	+519	New	+$200K	0.21%	45

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Delap Wealth Advisory's VOO Position: Q2 2026 in Review

Delap Wealth Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q2 2026, selling an estimated $26.7K and leaving 1,165 shares worth $800K. The position accounts for 0.27% of the portfolio, ranked #41.

Delap Wealth Advisory first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q1 2024. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Delap Wealth Advisory held 1,165 shares of Vanguard S&P 500 ETF worth $800K as of Q2 2026.
Delap Wealth Advisory sold 40 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26.7K.
Vanguard S&P 500 ETF made up 0.27% of Delap Wealth Advisory's portfolio in Q2 2026, its #41 holding.
Delap Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Delap Wealth Advisory's Vanguard S&P 500 ETF position peaked at $1.93M in Q1 2024.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.