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

Spire Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
1,047
+22
+2% +$7.49K 0.01% 613
2026
Q1 		$310K Sell
1,025
-10
-1% -$3.14K 0.01% 667
2025
Q4 		$313K Buy
1,035
+6
+0.6% +$1.81K 0.01% 665
2025
Q3 		$306K Buy
1,029
+8
+0.8% +$2.31K 0.01% 665
2025
Q2 		$283K Sell
1,021
-289
-22% -$74.4K 0.01% 671
2025
Q1 		$330K Sell
1,310
-1,230
-48% -$341K 0.01% 687
2024
Q4 		$711K Sell
2,540
-9
-0.4% -$2.54K 0.02% 474
2024
Q3 		$682K Sell
2,549
-111
-4% -$28.4K 0.02% 457
2024
Q2 		$665K Buy
2,660
+189
+8% +$47.2K 0.02% 427
2024
Q1 		$644K Buy
2,471
+61
+3% +$15K 0.01% 456
2023
Q4 		$567K Sell
2,410
-233
-9% -$50.6K 0.02% 492
2023
Q3 		$566K Buy
2,643
+130
+5% +$29.5K 0.02% 453
2023
Q2 		$577K Sell
2,513
-353
-12% -$76.8K 0.02% 460
2023
Q1 		$620K Buy
2,866
+784
+38% +$169K 0.02% 443
2022
Q4 		$417K Buy
2,082
+1,594
+327% +$326K 0.02% 390
2022
Q3 		$95K Sell
488
-2,308
-83% -$495K 0.01% 728
2022
Q2 		$551K Sell
2,796
-893
-24% -$194K 0.02% 444
2022
Q1 		$915K Sell
3,689
-159
-4% -$39.1K 0.02% 405
2021
Q4 		$1.08M Buy
3,848
+783
+26% +$225K 0.02% 448
2021
Q3 		$859K Sell
3,065
-44
-1% -$12.6K 0.02% 445
2021
Q2 		$901K Sell
3,109
-346
-10% -$96.8K 0.02% 457
2021
Q1 		$423K Buy
+3,455
New +$974K 0.01% 725

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.1% in Q2 2026, buying an estimated $7.49K and bringing the position to 1,047 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #613.

Spire Wealth Management first reported a position in VBK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q4 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Spire Wealth Management held 1,047 shares of Vanguard Morningstar Small-Cap Growth ETF worth $383K as of Q2 2026.
  • Spire Wealth Management bought 22 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $7.49K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #613 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.08M in Q4 2021.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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