VFH VANGUARD WORLD FDS

Ownership history in Sharper & Granite LLC  ·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported VANGUARD WORLD FDS (VFH) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.1% in 2025 Q4. The latest visible filing shows VFH at 1.09% 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 VFH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite 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 Q1

VFH was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Sharper & Granite LLC held VFH — position size vs. price
% of Fund (quarterly)    VFH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 26,339 +2,867 +12.2% 1.09% $3.2M 2026-04-08 $125.53
2025 Q4 ADDED 23,472 +1,459 +6.6% 1.10% $3.1M 2026-01-27 $129.72
2025 Q3 ADDED 22,013 +9,112 +70.6% 1.03% $2.9M 2025-10-16 $124.72
2025 Q2 REDUCED 12,901 -125 -1.0% 0.63% $1.7M 2025-07-31 $126.33
2025 Q1 ADDED 13,026 +1,058 +8.8% 0.64% $1.6M 2025-04-30 $114.95
2024 Q4 REDUCED 11,968 -757 -5.9% 0.62% $1.4M 2025-01-14 $115.69
2024 Q3 REDUCED 12,725 -505 -3.8% 0.62% $1.4M 2024-10-31 $110.45
2024 Q2 REDUCED 13,230 -450 -3.3% 0.63% $1.3M 2024-08-12 $99.18
2024 Q1 ADDED 13,680 +228 +1.7% 0.67% $1.4M 2024-04-18 $93.13
2023 Q4 REDUCED 13,452 -670 -4.7% 0.64% $1.2M 2024-01-19 $88.92
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and VFH

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

How long has Sharper & Granite LLC reported owning VFH?

Sharper & Granite LLC reported VFH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VFH position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for VFH was 1.10% in 2025 Q4.

What is the latest reported VFH position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 26,339 shares, equal to 1.09% of portfolio, with an estimated market value of $3.2M.

What does the chart on this VFH ownership page compare?

The chart compares Sharper & Granite LLC's quarterly VFH 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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