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Spinnaker Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Spinnaker Investment Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Buy
1,654
+17
+1% +$2.59K 0.04% 146
2026
Q1 		$226K Sell
1,637
-1,510
-48% -$217K 0.05% 125
2025
Q4 		$444K Buy
3,147
+1,485
+89% +$208K 0.08% 98
2025
Q3 		$229K Buy
+1,662
New +$221K 0.04% 142

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Spinnaker Investment Group's VT Position: Q2 2026 in Review

Spinnaker Investment Group increased its Vanguard Total World Stock ETF (VT) stake by 1% in Q2 2026, buying an estimated $2.59K and bringing the position to 1,654 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #146.

Spinnaker Investment Group first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $444K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Spinnaker Investment Group held 1,654 shares of Vanguard Total World Stock ETF worth $260K as of Q2 2026.
  • Spinnaker Investment Group bought 17 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.59K.
  • Vanguard Total World Stock ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #146 holding.
  • Spinnaker Investment Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • Spinnaker Investment Group's Vanguard Total World Stock ETF position peaked at $444K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.