VHT β€” VANGUARD WORLD FDS

Ownership history in Smith Anglin Financial, LLC  Β·  10 quarters on record

AI Ownership Summary

Smith Anglin Financial, LLC reported VANGUARD WORLD FDS (VHT) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q1. Peak portfolio weight reached 0.04% in 2023 Q3. The latest visible filing shows VHT at 0.02% 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 Smith Anglin Financial, 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 Q1

VHT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q3

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 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 Smith Anglin Financial, LLC held VHT β€” position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 860 +15 +1.8% 0.02% $228K 2025-04-10 $240.05
2024 Q4 ADDED 845 +35 +4.3% 0.02% $214K 2025-01-14 $252.47
2024 Q3 ADDED 810 +2 +0.2% 0.02% $229K 2024-10-07 $269.63
2024 Q2 UNCHANGED 808 β€” 0% 0.02% $215K 2024-07-11 $262.48
2024 Q1 REDUCED 808 -106 -11.6% 0.02% $219K 2024-04-24 $249.05
2023 Q4 REDUCED 914 -329 -26.5% 0.03% $229K 2024-01-17 $246.00
2023 Q3 ADDED 1,243 +75 +6.4% 0.04% $292K 2023-10-11 $228.15
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Smith Anglin Financial, 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 Smith Anglin Financial, LLC reported owning VHT?

Smith Anglin Financial, LLC reported VHT across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q1.

What was the largest reported VHT position in Smith Anglin Financial, LLC's portfolio?

The largest reported portfolio weight for VHT was 0.04% in 2023 Q3.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2025 Q1, when Smith Anglin Financial, LLC reported 860 shares, equal to 0.02% of portfolio, with an estimated market value of $228K.

What does the chart on this VHT ownership page compare?

The chart compares Smith Anglin Financial, 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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