VIS β€” VANGUARD WORLD FDS

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

AI Ownership Summary

Sharper & Granite LLC reported VANGUARD WORLD FDS (VIS) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.01% in 2024 Q1. The latest visible filing shows VIS at 2.06% 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 VIS 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

VIS was reported at 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2024 Q1

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 VIS β€” position size vs. price
% of Fund (quarterly)    VIS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19,632 -7 -0.0% 2.06% $5.9M 2026-02-14 (Est.) $336.19
2025 Q3 REDUCED 19,639 -2,823 -12.6% 2.08% $5.8M 2025-10-16 $291.99
2025 Q2 REDUCED 22,462 -826 -3.5% 2.41% $6.3M 2025-07-31 $287.76
2025 Q1 ADDED 23,288 +1,026 +4.6% 2.38% $5.8M 2025-04-30 $245.30
2024 Q4 REDUCED 22,262 -2,359 -9.6% 2.49% $5.7M 2025-01-14 $256.61
2024 Q3 REDUCED 24,621 -1,076 -4.2% 2.86% $6.4M 2024-10-31 $253.18
2024 Q2 ADDED 25,697 +45 +0.2% 2.88% $6.0M 2024-08-12 $232.71
2024 Q1 ADDED 25,652 +819 +3.3% 3.01% $6.2M 2024-04-18 $226.96
2023 Q4 REDUCED 24,833 -1,061 -4.1% 2.83% $5.5M 2024-01-19 $211.17
2023 Q3 REDUCED 25,894 -213 -0.8% 2.93% $5.0M 2023-11-14 $195.23
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and VIS

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 VIS?

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

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

The largest reported portfolio weight for VIS was 3.01% in 2024 Q1.

What is the latest reported VIS position on this page?

The most recent filing on this page is 2025 Q4, when Sharper & Granite LLC reported 19,632 shares, equal to 2.06% of portfolio, with an estimated market value of $5.9M.

What does the chart on this VIS ownership page compare?

The chart compares Sharper & Granite LLC's quarterly VIS 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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