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Spire Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Spire Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Sell
5,339
-127
-2% -$36.4K 0.05% 307
2026
Q1 		$1.43M Sell
5,466
-295
-5% -$79.8K 0.05% 326
2025
Q4 		$1.49M Buy
5,761
+326
+6% +$83.5K 0.05% 318
2025
Q3 		$1.38M Sell
5,435
-124
-2% -$30.8K 0.05% 320
2025
Q2 		$1.32M Sell
5,559
-5,371
-49% -$1.2M 0.05% 314
2025
Q1 		$2.42M Sell
10,930
-30,147
-73% -$7.2M 0.08% 240
2024
Q4 		$9.87M Buy
41,077
+1,613
+4% +$397K 0.31% 71
2024
Q3 		$9.36M Sell
39,464
-2,376
-6% -$540K 0.32% 69
2024
Q2 		$9.11M Sell
41,840
-1,095
-3% -$240K 0.32% 65
2024
Q1 		$21.9M Sell
42,935
-388
-0.9% -$83.5K 0.4% 51
2023
Q4 		$9M Buy
43,323
+35,804
+476% +$6.9M 0.3% 69
2023
Q3 		$1.42M Sell
7,519
-305
-4% -$60.8K 0.05% 267
2023
Q2 		$1.56M Sell
7,824
-42
-0.5% -$7.94K 0.06% 266
2023
Q1 		$1.49M Buy
7,866
+2,901
+58% +$563K 0.06% 275
2022
Q4 		$911K Buy
4,965
+1,420
+40% +$263K 0.05% 249
2022
Q3 		$606K Sell
3,545
-4,056
-53% -$766K 0.04% 295
2022
Q2 		$1.34M Sell
7,601
-1,499
-16% -$289K 0.06% 273
2022
Q1 		$1.93M Sell
9,100
-1,759
-16% -$370K 0.05% 285
2021
Q4 		$2.45M Sell
10,859
-1,237
-10% -$281K 0.05% 277
2021
Q3 		$2.65M Buy
12,096
+126
+1% +$28K 0.07% 239
2021
Q2 		$2.7M Sell
11,970
-345
-3% -$76.5K 0.07% 239
2021
Q1 		$2.6M Buy
+12,315
New +$2.59M 0.07% 237

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, selling an estimated $36.4K and leaving 5,339 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #307.

Spire Wealth Management first reported a position in VB in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.9M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Spire Wealth Management held 5,339 shares of Vanguard Morningstar Small-Cap ETF worth $1.62M as of Q2 2026.
  • Spire Wealth Management sold 127 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $36.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $21.9M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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