VPU — VANGUARD WORLD FDS

Ownership history in STAPP WEALTH MANAGEMENT, PLLC  ·  10 quarters on record

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

Peak position
4.18% (2025 Q1)
Avg. % of fund
3.24%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,105 +116 +1.3% 2.17% $1.7M $185.04
2025 Q3 ADDED 8,989 +42 +0.5% 2.29% $1.7M $188.03
2025 Q2 REDUCED 8,947 -6,930 -43.6% 2.27% $1.6M $174.08
2025 Q1 ADDED 15,877 +382 +2.5% 4.18% $2.7M $167.28
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VPU price (monthly, adj. close)

Other funds also holding VPU

As of 2025 Q4 — sorted by position size

Unconventional Investor, LLC 3Y 7.05% Beacon Capital Management, Inc. 3Y 7Y 5.58% New England Private Wealth Advisors LLC 3Y 7Y 5.35% SWAN Capital LLC 4.46% Richmond Brothers, Inc. 3Y 4.32% Stonegate Management LLC 3Y 3.02% Allied Investment Advisors, LLC 3Y 7Y 2.53% David Kennon Inc 3Y 2.53% Mittelman Wealth Management 2.5% American Investment Services, Inc. 3Y 7Y 2.32%
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