SEC 13F Intelligence

Stapp Wealth Management, Pllc / VDE

Stapp Wealth Management, Pllc’s Vanguard World Fd Position

Does Stapp Wealth Management, Pllc own Vanguard World Fd (VDE)? Yes11.5K shares worth $2M (+2.53% of its 13F portfolio) as of Q1 2026, up from 10.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
11.5K
% of Portfolio
+2.53%
Quarters Held
9
currently held

Position History VDE

Reported value by quarter
Q3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ3 ’23Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q4 ’25: $1MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.5K$2M+2.53%
Q4 202510.2K$1M+1.65%
Q1 202520.6K$3M+4.12%
Q4 202419.7K$2M+3.73%
Q3 202314.3K$2M+3.48%
Q2 202323.6K$3M+5.28%
Q1 202324.2K$3M+3.79%
Q4 202232.1K$4M+9.32%
Q3 202240.2K$4M+11.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of VDE.