Delap Wealth Advisory »

Vanguard Small-Cap ETF shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $443k 1.7k 254.95
2025-06-30 $318k 1.3k 236.95
2025-03-31 $419k 1.9k 221.73
2024-12-31 $452k 1.9k 240.27
2023-12-31 $209k 978 213.33

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)

View all positions for Delap Wealth Advisory

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF