VHT β€” VANGUARD WORLD FD

Ownership history in STAPP WEALTH MANAGEMENT, PLLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which STAPP WEALTH MANAGEMENT, PLLC reported a position in VANGUARD WORLD FD (VHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.64% (2024 Q1)
πŸ“Š Avg. % of fund
2.55%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3
% of Fund (quarterly)    VHT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,579 +54 +1.0% 2.07% $1.6M $287.85
2025 Q3 REDUCED 5,525 -2,193 -28.4% 1.93% $1.4M $258.10
2024 Q1 INITIATED 7,718 β€” β€” 3.64% $2.1M β€”

🏒 Other funds also holding VHT

As of 2025 Q4 β€” sorted by position size

Wheelhouse Advisory Group LLC 9.19% Allied Investment Advisors, LLC 3Y 7Y 7.44% SOUTHERN CAPITAL SERVICES INC /ADV 6.79% Beacon Capital Management, Inc. 3Y 7Y 5.84% Lakeshore Financial Planning, Inc. 5.77% PGIM Custom Harvest LLC 3Y 5.27% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.22% Adaptive Financial Consulting, LLC 3Y 4.75% Richmond Brothers, Inc. 3Y 4.46% DMKC Advisory Services, LLC 4.14%
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