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 Q2	$267K	Hold	3,096	–	–	0.09%	79
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Delap Wealth Advisory held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,096 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #79.

Delap Wealth Advisory first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Delap Wealth Advisory held 3,096 shares of Vanguard Morningstar Growth ETF worth $267K as of Q2 2026.
Delap Wealth Advisory left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Delap Wealth Advisory's portfolio in Q2 2026, its #79 holding.
Delap Wealth Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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