SPINNAKER TRUST - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 268 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$12,131,930
-5.4%
240,522
-0.4%
0.91%
-1.9%
Q2 2023$12,819,586
+0.5%
241,378
-0.9%
0.93%
-3.7%
Q1 2023$12,757,305
+105857.7%
243,646
-0.5%
0.97%
+3.1%
Q4 2022$12,040
-99.9%
244,772
-10.0%
0.94%
-4.2%
Q3 2022$11,812,000
-9.9%
271,921
+1.7%
0.98%
-3.3%
Q2 2022$13,115,000
-11.9%
267,441
+2.8%
1.01%
+0.9%
Q1 2022$14,882,000
-8.7%
260,173
-1.0%
1.00%
-3.9%
Q4 2021$16,298,000
-0.4%
262,783
-0.8%
1.04%
-8.3%
Q3 2021$16,360,000
+7.2%
264,989
+11.4%
1.14%
+7.1%
Q2 2021$15,257,000
+24.6%
237,854
+19.2%
1.06%
+15.7%
Q1 2021$12,245,000
+6.8%
199,534
+3.2%
0.92%
+0.5%
Q4 2020$11,464,000
+16.6%
193,427
+1.5%
0.91%
+4.8%
Q3 2020$9,832,000
+10.7%
190,555
+3.2%
0.87%
+3.6%
Q2 2020$8,882,000184,6770.84%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 240,843$12,148,13214.50%
Refined Wealth Management 263,032$13,267,41211.91%
Crewe Advisors LLC 493,103$24,872,1164.30%
LifeGuide Financial Advisors, LLC 99,168$5,002,0392.92%
Stewardship Advisors, LLC 147,987$7,464,4642.92%
FLOW TRADERS U.S. LLC 1,172,618$59,1472.77%
DHK Financial Advisors, Inc. 50,603$2,552,4382.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV 100,665$5,0772.00%
Hanson & Doremus Investment Management 187,624$9,4641.95%
BLUESTEM FINANCIAL ADVISORS, LLC 50,721$2,558,3791.56%
View complete list of VANGUARD WORLD FD shareholders