SIG
VT icon

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
Q3 		$268K Buy
1,698
+44
+3% +$6.98K 0.04% 142
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

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Spinnaker Investment Group's VT Position: Q3 2026 in Review

Spinnaker Investment Group increased its Vanguard Total World Stock ETF (VT) stake by 2.7% in Q3 2026, buying an estimated $6.98K and bringing the position to 1,698 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #142.

Spinnaker Investment Group first reported a position in VT in Q3 2025 and has held it in 5 quarters since. The position peaked at $444K in Q4 2025. 107 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Spinnaker Investment Group held 1,698 shares of Vanguard Total World Stock ETF worth $268K as of Q3 2026.
  • Spinnaker Investment Group bought 44 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $6.98K.
  • Vanguard Total World Stock ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q3 2026, its #142 holding.
  • Spinnaker Investment Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 5 quarters since.
  • Spinnaker Investment Group's Vanguard Total World Stock ETF position peaked at $444K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.