Delap Wealth Advisory, LLC Vanguard Total World Stk Index Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 3,534 shares of VT stock, worth $492,074. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,534
Previous 3,534
-0.0%
Holding current value
$492,074
Previous $454 Million
7.77%
% of portfolio
0.21%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
1,217Shares Held
118MCall Options Held
251KPut Options Held
94.8K-
Rakuten Investment Management, Inc. Tokyo, M015.5MShares$2.16 Billion6.99% of portfolio
-
Schroder Investment Management Group London, X06.92MShares$963 Million0.78% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$772 Million14.23% of portfolio
-
Morgan Stanley New York, NY5.09MShares$708 Million0.04% of portfolio
-
Us Bancorp \De\3.97MShares$553 Million0.66% of portfolio