VHT VANGUARD WORLD FDS

Ownership history in Sharper & Granite LLC  ·  13 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported VANGUARD WORLD FDS (VHT) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.64% in 2024 Q2. The latest visible filing shows VHT at 2.53% 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 VHT 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
2025 Q4

VHT was reported at 2.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.64% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 VHT — position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,986 -415 -1.6% 2.53% $7.2M 2026-02-14 (Est.) $289.32
2025 Q3 REDUCED 25,401 -1,391 -5.2% 2.36% $6.6M 2025-10-16 $263.65
2025 Q2 REDUCED 26,792 -2,148 -7.4% 2.54% $6.7M 2025-07-31 $238.19
2025 Q1 REDUCED 28,940 -438 -1.5% 3.16% $7.7M 2025-04-30 $251.43
2024 Q4 ADDED 29,378 +1,588 +5.7% 3.28% $7.5M 2025-01-14 $252.47
2024 Q3 REDUCED 27,790 -926 -3.2% 3.50% $7.8M 2024-10-31 $263.11
2024 Q2 ADDED 28,716 +757 +2.7% 3.64% $7.6M 2024-08-12 $265.74
2024 Q1 ADDED 27,959 +311 +1.1% 3.54% $7.3M 2024-04-18 $244.76
2023 Q4 ADDED 27,648 +1,401 +5.3% 3.59% $6.9M 2024-01-19 $246.37
2023 Q3 REDUCED 26,247 -388 -1.5% 3.58% $6.2M 2023-11-14 $223.49
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and VHT

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 VHT?

Sharper & Granite LLC reported VHT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for VHT was 3.64% in 2024 Q2.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2025 Q4, when Sharper & Granite LLC reported 24,986 shares, equal to 2.53% of portfolio, with an estimated market value of $7.2M.

What does the chart on this VHT ownership page compare?

The chart compares Sharper & Granite LLC's quarterly VHT 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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