SPINNAKER TRUST - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 165 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 2.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,071,045
-1.1%
10,1820.0%0.08%
+2.5%
Q2 2023$1,082,448
+10.0%
10,1820.0%0.08%
+5.3%
Q1 2023$984,294
+117497.8%
10,1820.0%0.08%
+15.4%
Q4 2022$837
-99.9%
10,1820.0%0.06%
-7.1%
Q3 2022$839,000
-12.3%
10,1820.0%0.07%
-5.4%
Q2 2022$957,000
-22.1%
10,182
-0.5%
0.07%
-10.8%
Q1 2022$1,228,000
-11.7%
10,232
-0.3%
0.08%
-6.7%
Q4 2021$1,391,000
-3.7%
10,2630.0%0.09%
-11.9%
Q3 2021$1,445,000
-1.4%
10,263
+0.8%
0.10%
-1.0%
Q2 2021$1,465,000
+10.7%
10,1830.0%0.10%
+3.0%
Q1 2021$1,323,000
+6.7%
10,183
-1.4%
0.10%0.0%
Q4 2020$1,240,000
+12.4%
10,324
-4.7%
0.10%
+1.0%
Q3 2020$1,103,000
+8.7%
10,832
-0.8%
0.10%
+2.1%
Q2 2020$1,015,000
-94.5%
10,920
-95.5%
0.10%
-95.3%
Q1 2020$18,479,000
-19.0%
242,572
-0.1%
2.03%
-2.4%
Q4 2019$22,806,000
+9.0%
242,808
+0.6%
2.08%
+0.9%
Q3 2019$20,931,000
+0.9%
241,429
+0.9%
2.06%
-0.9%
Q2 2019$20,737,000
+5.4%
239,214
+1.6%
2.08%
+5.4%
Q1 2019$19,670,000
+14.0%
235,528
+1.1%
1.98%
+0.9%
Q4 2018$17,253,000
+275.6%
232,937
+330.6%
1.96%
+300.8%
Q2 2018$4,593,000
+3.3%
54,094
+1.8%
0.49%
+1.0%
Q1 2018$4,446,000
-0.1%
53,144
+8.8%
0.48%
-6.4%
Q4 2017$4,452,000
+565.5%
48,849
+573.0%
0.52%
+515.5%
Q3 2017$669,000
-85.1%
7,258
-85.1%
0.08%
-85.0%
Q2 2017$4,482,000
-7.0%
48,808
-3.9%
0.56%
-10.5%
Q1 2017$4,818,000
-18.4%
50,781
-13.8%
0.63%
-21.2%
Q4 2016$5,901,000
-59.5%
58,926
-62.1%
0.79%
-21.0%
Q3 2016$14,580,000
+116.4%
155,662
+127.4%
1.00%
+8.3%
Q2 2016$6,736,000
+7.0%
68,450
+0.8%
0.93%
+5.0%
Q1 2016$6,297,00067,9120.88%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders