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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Delap Wealth Advisory reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.9% in Q1 2026, selling an estimated $9.39K and leaving 1,019 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #76.

Delap Wealth Advisory first reported a position in VV in Q4 2025 and has held it in 2 quarters since. The position peaked at $330K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Delap Wealth Advisory held 1,019 shares of Vanguard Morningstar Large-Cap ETF worth $305K as of Q1 2026.
  • Delap Wealth Advisory sold 30 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $9.39K.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of Delap Wealth Advisory's portfolio in Q1 2026, its #76 holding.
  • Delap Wealth Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Delap Wealth Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $330K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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