Delap Wealth Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,534	Closed	-$499K	–	98
2025 Q4	$499K	Hold	3,534	–	–	0.19%	56
2025 Q3	$489K	Hold	3,534	–	–	0.21%	50
2025 Q2	$454K	Hold	3,534	–	–	0.22%	45
2025 Q1	$410K	Hold	3,534	–	–	0.23%	50
2024 Q4	$415K	Sell	3,534 -20	-0.6%	-$2.4K	0.25%	45
2024 Q3	$425K	Hold	3,554	–	–	0.27%	36
2024 Q2	$400K	Hold	3,554	–	–	0.18%	59
2024 Q1	$393K	Sell	3,554 -3,554	-50%	-$376K	0.16%	102
2023 Q4	$731K	Buy	7,108 +3,554	+100%	+$342K	0.33%	39
2023 Q3	$331K	Buy	+3,554	New	+$345K	0.32%	36

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Delap Wealth Advisory sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 3,534 shares — an estimated $499K sold.

Delap Wealth Advisory first reported a position in VT in Q3 2023 and held it in 10 quarters. The position peaked at $731K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Delap Wealth Advisory reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
Delap Wealth Advisory sold 3,534 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $499K.
Delap Wealth Advisory first reported a position in Vanguard Total World Stock ETF in Q3 2023 and held it in 10 quarters.
Delap Wealth Advisory's Vanguard Total World Stock ETF position peaked at $731K in Q4 2023.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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