SEC 13F Intelligence

Stapp Wealth Management, Pllc / VPU

Stapp Wealth Management, Pllc’s Vanguard World Fd Position

Does Stapp Wealth Management, Pllc own Vanguard World Fd (VPU)? Yes — 7.8K shares worth $2M (+1.98% of its 13F portfolio) as of Q1 2026, down from 9.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.8K
% of Portfolio
+1.98%
Quarters Held
11
currently held

Position History VPU

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.8K$2M+1.98%
Q4 20259.1K$2M+2.17%
Q3 20259.0K$2M+2.29%
Q2 20258.9K$2M+2.27%
Q1 202515.9K$3M+4.18%
Q4 202415.5K$3M+3.95%
Q3 202414.7K$3M+4.12%
Q2 202414.1K$2M+3.61%
Q1 202415.2K$2M+3.79%
Q4 202311.5K$2M+2.65%
Q2 202311.8K$2M+3.33%

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 VPU.