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 Q3	$556K	Sell	793 -372	-32%	-$260K	0.19%	55
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Delap Wealth Advisory's VOO Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 32% in Q3 2026, selling an estimated $260K and leaving 793 shares worth $556K. The position accounts for 0.19% of the portfolio, ranked #55.

Delap Wealth Advisory first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.93M in Q1 2024. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Delap Wealth Advisory held 793 shares of Vanguard S&P 500 ETF worth $556K as of Q3 2026.
Delap Wealth Advisory sold 372 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $260K.
Vanguard S&P 500 ETF made up 0.19% of Delap Wealth Advisory's portfolio in Q3 2026, its #55 holding.
Delap Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Delap Wealth Advisory's Vanguard S&P 500 ETF position peaked at $1.93M in Q1 2024.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.