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Delap Wealth Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Delap Wealth Advisory’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
37,380
+1,760
+5% +$591K 4.51% 8
2025
Q4 		$11.9M Sell
35,620
-1,956
-5% -$651K 4.61% 8
2025
Q3 		$12.4M Buy
37,576
+1,032
+3% +$326K 5.21% 5
2025
Q2 		$11.1M Sell
36,544
-145
-0.4% -$40.8K 5.33% 5
2025
Q1 		$10.1M Buy
36,689
+21,217
+137% +$6.16M 5.62% 6
2024
Q4 		$4.48M Buy
15,472
+2
+0% +$584 2.68% 10
2024
Q3 		$4.38M Buy
15,470
+10,983
+245% +$3M 2.77% 10
2024
Q2 		$1.2M Sell
4,487
-33
-0.7% -$8.54K 0.55% 28
2024
Q1 		$1.17M Sell
4,520
-5,218
-54% -$1.29M 0.47% 37
2023
Q4 		$2.31M Buy
9,738
+5,218
+115% +$1.15M 1.05% 23
2023
Q3 		$960K Buy
4,520
+9
+0.2% +$1.99K 0.93% 20
2023
Q2 		$994K Sell
4,511
-524
-10% -$109K 0.97% 18
2023
Q1 		$1.03M Sell
5,035
-725
-13% -$145K 1.05% 20
2022
Q4 		$1.1M Buy
+5,760
New +$1.11M 1.15% 20

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Delap Wealth Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q1 2026, buying an estimated $591K and bringing the position to 37,380 shares worth $12M. The position accounts for 4.51% of the portfolio, ranked #8.

Delap Wealth Advisory first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.4M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Delap Wealth Advisory held 37,380 shares of Vanguard Morningstar Total Stock Market ETF worth $12M as of Q1 2026.
  • Delap Wealth Advisory bought 1,760 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $591K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.51% of Delap Wealth Advisory's portfolio in Q1 2026, its #8 holding.
  • Delap Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Delap Wealth Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $12.4M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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