Delap Wealth Advisory
VTI icon

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
Q3 		$13.2M Sell
35,205
-1,242
-3% -$465K 4.53% 8
2026
Q2 		$13.5M Sell
36,447
-933
-2% -$334K 4.56% 8
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

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

Delap Wealth Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q3 2026, selling an estimated $465K and leaving 35,205 shares worth $13.2M. The position accounts for 4.53% of the portfolio, ranked #8.

Delap Wealth Advisory first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q2 2026. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Delap Wealth Advisory held 35,205 shares of Vanguard Morningstar Total Stock Market ETF worth $13.2M as of Q3 2026.
  • Delap Wealth Advisory sold 1,242 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $465K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.53% of Delap Wealth Advisory's portfolio in Q3 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 16 quarters since.
  • Delap Wealth Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $13.5M in Q2 2026.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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