MAINSAIL ASSET MANAGEMENT, LLC VCR — VANGUARD WORLD FDS

Ownership history in MAINSAIL ASSET MANAGEMENT, LLC  ·  10 quarters on record

AI Ownership Summary

MAINSAIL ASSET MANAGEMENT, LLC reported VANGUARD WORLD FDS (VCR) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.53% in 2024 Q4. The latest visible filing shows VCR at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAINSAIL ASSET MANAGEMENT, LLC's position in VANGUARD WORLD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VCR was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MAINSAIL ASSET MANAGEMENT, LLC held VCR — position size vs. price
% of Fund (quarterly)    VCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 59.6% -7.7% ✅ 783 -1,155 -59.6% 0.12% $307K 2026-08-12 $395.72
2026 Q1 UNCHANGED — — — 1,938 — 0% 0.31% $696K 2026-05-13 $390.26
2025 Q4 UNCHANGED — — — 1,938 — 0% 0.33% $763K 2026-02-05 $386.27
2025 Q3 UNCHANGED — — — 1,938 — 0% 0.34% $768K 2025-10-28 $395.55
2025 Q2 UNCHANGED — — — 1,938 — 0% 0.43% $702K 2025-07-23 $374.94
2025 Q1 REDUCED — — — 1,938 -100 -4.9% 0.43% $631K 2025-05-12 $350.31
2024 Q4 UNCHANGED — — — 2,038 — 0% 0.53% $765K 2025-01-31 $385.12
2024 Q3 UNCHANGED — — — 2,038 — 0% 0.51% $694K 2024-10-18 $333.70
2024 Q2 UNCHANGED — — — 2,038 — 0% 0.50% $637K 2024-08-08 $293.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCR

As of 2026 Q3 — sorted by position size

Boltwood Capital Management 3Y 7Y 0.06% Polaris Financial Partners 0.0%

FAQ About MAINSAIL ASSET MANAGEMENT, LLC and VCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAINSAIL ASSET MANAGEMENT, LLC reported owning VCR?

MAINSAIL ASSET MANAGEMENT, LLC reported VCR across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported VCR position in MAINSAIL ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VCR was 0.53% in 2024 Q4.

What is the latest reported VCR position on this page?

The most recent filing on this page is 2026 Q2, when MAINSAIL ASSET MANAGEMENT, LLC reported 783 shares, equal to 0.12% of portfolio, with an estimated market value of $307K.

What does the chart on this VCR ownership page compare?

The chart compares MAINSAIL ASSET MANAGEMENT, LLC's quarterly VCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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