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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Delap Wealth Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, selling an estimated $334K and leaving 36,447 shares worth $13.5M. The position accounts for 4.56% of the portfolio, ranked #8.

Delap Wealth Advisory first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Delap Wealth Advisory held 36,447 shares of Vanguard Morningstar Total Stock Market ETF worth $13.5M as of Q2 2026.
Delap Wealth Advisory sold 933 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $334K.
Vanguard Morningstar Total Stock Market ETF made up 4.56% of Delap Wealth Advisory's portfolio in Q2 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 15 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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