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Delap Wealth Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Delap Wealth Advisory’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Hold
3,096
– – 0.08% 82
2025
Q4 		$252K Hold
3,096
– – 0.1% 85
2025
Q3 		$249K Hold
3,096
– – 0.1% 78
2025
Q2 		$226K Buy
+3,096
New +$204K 0.11% 74
2025
Q1 		– Sell
-3,096
Closed -$212K – 84
2024
Q4 		$212K Buy
+3,096
New +$208K 0.13% 72

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Delap Wealth Advisory held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 3,096 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #82.

Delap Wealth Advisory first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. The position peaked at $252K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Delap Wealth Advisory held 3,096 shares of Vanguard Morningstar Growth ETF worth $225K as of Q1 2026.
  • Delap Wealth Advisory left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Growth ETF made up 0.08% of Delap Wealth Advisory's portfolio in Q1 2026, its #82 holding.
  • Delap Wealth Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Delap Wealth Advisory's Vanguard Morningstar Growth ETF position peaked at $252K in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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