VTV VANGUARD INDEX FDS

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

AI Ownership Summary

Sharper & Granite LLC reported VANGUARD INDEX FDS (VTV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.01% in 2023 Q4. The latest visible filing shows VTV at 2.69% 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 VTV 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 INDEX 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

VTV was reported at 2.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2023 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 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 VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39,924 -288 -0.7% 2.69% $7.6M 2026-02-14 (Est.) $205.00
2025 Q3 ADDED 40,212 +713 +1.8% 2.69% $7.5M 2025-10-16 $182.76
2025 Q2 REDUCED 39,499 -203 -0.5% 2.68% $7.1M 2025-07-31 $174.27
2025 Q1 ADDED 39,702 +1,807 +4.8% 2.83% $6.9M 2025-04-30 $162.98
2024 Q4 ADDED 37,895 +277 +0.7% 2.82% $6.4M 2025-01-14 $166.01
2024 Q3 ADDED 37,618 +171 +0.5% 2.93% $6.6M 2024-10-31 $166.60
2024 Q2 REDUCED 37,447 -380 -1.0% 2.87% $6.0M 2024-08-12 $156.63
2024 Q1 REDUCED 37,827 -1,133 -2.9% 2.93% $6.1M 2024-04-18 $148.08
2023 Q4 REDUCED 38,960 -240 -0.6% 3.01% $5.8M 2024-01-19 $141.82
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and VTV

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 VTV?

Sharper & Granite LLC reported VTV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for VTV was 3.01% in 2023 Q4.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when Sharper & Granite LLC reported 39,924 shares, equal to 2.69% of portfolio, with an estimated market value of $7.6M.

What does the chart on this VTV ownership page compare?

The chart compares Sharper & Granite LLC's quarterly VTV 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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