VBR VANGUARD INDEX FDS

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

AI Ownership Summary

Sharper & Granite LLC reported VANGUARD INDEX FDS (VBR) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.46% in 2023 Q4. The latest visible filing shows VBR at 1.88% 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 VBR 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
2026 Q1

VBR was reported at 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.46% 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 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 VBR — position size vs. price
% of Fund (quarterly)    VBR 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 25,312 +226 +0.9% 1.88% $5.5M 2026-04-08 $225.36
2025 Q4 REDUCED 25,086 -109 -0.4% 1.87% $5.3M 2026-01-27 $222.80
2025 Q3 REDUCED 25,195 -3,866 -13.3% 1.88% $5.3M 2025-10-16 $203.00
2025 Q2 ADDED 29,061 +455 +1.6% 2.22% $5.8M 2025-07-31 $195.30
2025 Q1 ADDED 28,606 +1,104 +4.0% 2.20% $5.3M 2025-04-30 $176.46
2024 Q4 ADDED 27,502 +704 +2.6% 2.40% $5.5M 2025-01-14 $194.59
2024 Q3 ADDED 26,798 +585 +2.2% 2.40% $5.4M 2024-10-31 $192.59
2024 Q2 ADDED 26,213 +1,164 +4.6% 2.28% $4.8M 2024-08-12 $178.84
2024 Q1 REDUCED 25,049 -1,380 -5.2% 2.27% $4.7M 2024-04-18 $170.53
2023 Q4 ADDED 26,429 +1,442 +5.8% 2.46% $4.8M 2024-01-19 $167.34
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and VBR

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 VBR?

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

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

The largest reported portfolio weight for VBR was 2.46% in 2023 Q4.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 25,312 shares, equal to 1.88% of portfolio, with an estimated market value of $5.5M.

What does the chart on this VBR ownership page compare?

The chart compares Sharper & Granite LLC's quarterly VBR 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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