Delap Wealth Advisory, LLC Vanguard Total World Stk Index Transaction History
Delap Wealth Advisory, LLC
- $179 Billion
- Q1 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 $437,297. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,534
Previous 3,534
-0.0%
Holding current value
$437,297
Previous $415 Million
1.3%
% of portfolio
0.23%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
1,110Shares Held
110MCall Options Held
337KPut Options Held
118K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$1.94 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA4.79MShares$593 Million15.87% of portfolio
-
Morgan Stanley New York, NY4.67MShares$578 Million0.04% of portfolio
-
Us Bancorp \De\2.65MShares$328 Million0.42% of portfolio
-
Northern Trust Corp Chicago, IL2.57MShares$318 Million0.05% of portfolio