Delap Wealth Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Delap Wealth Advisory’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$332K	Sell	945 -74	-7%	-$25.9K	0.11%	69
2026 Q2	$350K	Hold	1,019	–	–	0.12%	74
2026 Q1	$305K	Sell	1,019 -30	-3%	-$9.39K	0.11%	76
2025 Q4	$330K	Buy	+1,049	New	+$328K	0.13%	79

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

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

Delap Wealth Advisory reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.3% in Q3 2026, selling an estimated $25.9K and leaving 945 shares worth $332K. The position accounts for 0.11% of the portfolio, ranked #69.

Delap Wealth Advisory first reported a position in VV in Q4 2025 and has held it in 4 quarters since. The position peaked at $350K in Q2 2026. 941 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Delap Wealth Advisory held 945 shares of Vanguard Morningstar Large-Cap ETF worth $332K as of Q3 2026.
Delap Wealth Advisory sold 74 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $25.9K.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Delap Wealth Advisory's portfolio in Q3 2026, its #69 holding.
Delap Wealth Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 4 quarters since.
Delap Wealth Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $350K in Q2 2026.
941 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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