Spire Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Spire Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$823K	Sell	6,314 -191	-3%	-$23.7K	0.02%	432
2026 Q1	$744K	Sell	6,505 -312	-5%	-$36.7K	0.03%	440
2025 Q4	$762K	Sell	6,817 -220	-3%	-$24.4K	0.03%	448
2025 Q3	$777K	Sell	7,037 -541	-7%	-$58.9K	0.03%	427
2025 Q2	$795K	Sell	7,578 -855	-10%	-$85K	0.03%	400
2025 Q1	$832K	Sell	8,433 -1,320	-14%	-$139K	0.03%	444
2024 Q4	$1.03M	Sell	9,753 -612	-6%	-$66.5K	0.03%	390
2024 Q3	$1.09M	Sell	10,365 -359	-3%	-$36.7K	0.04%	359
2024 Q2	$1.06M	Sell	10,724 -1,418	-12%	-$141K	0.04%	330
2024 Q1	$1.25M	Sell	12,142 -767	-6%	-$73.6K	0.02%	331
2023 Q4	$1.2M	Sell	12,909 -4,022	-24%	-$346K	0.04%	326
2023 Q3	$1.43M	Sell	16,931 -499	-3%	-$44.3K	0.05%	265
2023 Q2	$1.54M	Buy	17,430 +2,067	+13%	+$174K	0.06%	267
2023 Q1	$1.3M	Buy	15,363 +5,323	+53%	+$459K	0.05%	298
2022 Q4	$821K	Buy	10,040 +3,798	+61%	+$311K	0.05%	265
2022 Q3	$464K	Buy	6,242 +4,458	+250%	+$365K	0.03%	342
2022 Q2	$137K	Buy	1,784 +590	+49%	+$49.3K	0.01%	906
2022 Q1	$162K	Sell	1,194 -410	-26%	-$36.9K	﹤0.01%	973
2021 Q4	$154K	Buy	1,604 +740	+86%	+$69.7K	﹤0.01%	1219
2021 Q3	$77K	Buy	864 +190	+28%	+$17.3K	﹤0.01%	1296
2021 Q2	$61K	Buy	674 +368	+120%	+$33.6K	﹤0.01%	1396
2021 Q1	$41K	Buy	+306	New	+$25.8K	﹤0.01%	1828

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management's IVOO Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.9% in Q2 2026, selling an estimated $23.7K and leaving 6,314 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #432.

Spire Wealth Management first reported a position in IVOO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.54M in Q2 2023. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Spire Wealth Management held 6,314 shares of Vanguard S&P Mid-Cap 400 ETF worth $823K as of Q2 2026.
Spire Wealth Management sold 191 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $23.7K.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #432 holding.
Spire Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.54M in Q2 2023.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.