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Spire Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Spire Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Hold
1,077
– – ﹤0.01% 952
2026
Q1 		$70.1K Sell
1,077
-16
-1% -$991 ﹤0.01% 1081
2025
Q4 		$63K Sell
1,093
-242
-18% -$14.3K ﹤0.01% 1115
2025
Q3 		$88.8K Buy
1,335
+239
+22% +$18.4K ﹤0.01% 1029
2025
Q2 		$79.2K Sell
1,096
-6
-0.5% -$379 ﹤0.01% 1058
2025
Q1 		$70.8K Hold
1,102
– – ﹤0.01% 1164
2024
Q4 		$99K Buy
1,102
+2
+0.2% +$173 ﹤0.01% 1038
2024
Q3 		$80.8K Buy
1,100
+85
+8% +$6.56K ﹤0.01% 981
2024
Q2 		$88.6K Buy
1,015
+18
+2% +$1.71K ﹤0.01% 930
2024
Q1 		$107K Buy
997
+1
+0.1% +$90 ﹤0.01% 976
2023
Q4 		$82.5K Buy
996
+8
+0.8% +$683 ﹤0.01% 1047
2023
Q3 		$99.4K Sell
988
-8
-0.8% -$912 ﹤0.01% 957
2023
Q2 		$122K Sell
996
-40
-4% -$5.17K ﹤0.01% 905
2023
Q1 		$140K Buy
1,036
+66
+7% +$9.79K 0.01% 851
2022
Q4 		$131K Hold
970
– – 0.01% 655
2022
Q3 		$118K Sell
970
-165
-15% -$22.4K 0.01% 657
2022
Q2 		$132K Sell
1,135
-50
-4% -$7.03K 0.01% 929
2022
Q1 		$187K Sell
1,185
-89
-7% -$14.3K 0.01% 928
2021
Q4 		$215K Buy
1,274
+65
+5% +$10.4K ﹤0.01% 1060
2021
Q3 		$190K Sell
1,209
-228
-16% -$34.5K 0.01% 949
2021
Q2 		$229K Sell
1,437
-595
-29% -$102K 0.01% 886
2021
Q1 		$354K Buy
+2,032
New +$317K 0.01% 791

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Spire Wealth Management held its Marriott Vacations Worldwide (VAC) position steady in Q2 2026 at 1,077 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Spire Wealth Management first reported a position in VAC in Q1 2021 and has held it in 22 quarters since. The position peaked at $354K in Q1 2021. 371 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Spire Wealth Management held 1,077 shares of Marriott Vacations Worldwide worth $110K as of Q2 2026.
  • Spire Wealth Management left its Marriott Vacations Worldwide share count unchanged in Q2 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #952 holding.
  • Spire Wealth Management first reported a position in Marriott Vacations Worldwide in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Marriott Vacations Worldwide position peaked at $354K in Q1 2021.
  • 371 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

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