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

Spire Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.26M Sell
13,426
-523
-4% -$122K 0.1% 184
2026
Q1 		$3.03M Buy
13,949
+277
+2% +$61.9K 0.1% 185
2025
Q4 		$2.9M Buy
13,672
+130
+1% +$27.2K 0.1% 183
2025
Q3 		$2.83M Sell
13,542
-444
-3% -$90.8K 0.1% 181
2025
Q2 		$2.73M Sell
13,986
-1,290
-8% -$239K 0.1% 177
2025
Q1 		$2.85M Sell
15,276
-2,015
-12% -$398K 0.09% 210
2024
Q4 		$3.43M Sell
17,291
-113
-0.6% -$23.2K 0.11% 163
2024
Q3 		$3.49M Buy
17,404
+67
+0.4% +$12.9K 0.12% 146
2024
Q2 		$3.16M Sell
17,337
-1,067
-6% -$197K 0.11% 174
2024
Q1 		$3.53M Sell
18,404
-78
-0.4% -$14.1K 0.06% 188
2023
Q4 		$3.24M Sell
18,482
-377
-2% -$61.5K 0.11% 186
2023
Q3 		$3.01M Buy
18,859
+226
+1% +$37.8K 0.11% 188
2023
Q2 		$3.08M Sell
18,633
-1,062
-5% -$167K 0.11% 175
2023
Q1 		$3.13M Buy
19,695
+3,563
+22% +$590K 0.12% 158
2022
Q4 		$2.56M Buy
16,132
+13,902
+623% +$2.21M 0.14% 134
2022
Q3 		$320K Sell
2,230
-5,569
-71% -$885K 0.02% 424
2022
Q2 		$1.17M Sell
7,799
-128
-2% -$21K 0.05% 299
2022
Q1 		$1.4M Sell
7,927
-1,059
-12% -$184K 0.04% 323
2021
Q4 		$1.61M Buy
8,986
+804
+10% +$143K 0.04% 344
2021
Q3 		$1.39M Sell
8,182
-7
-0.1% -$1.2K 0.04% 341
2021
Q2 		$1.42M Sell
8,189
-396
-5% -$68.6K 0.04% 346
2021
Q1 		$795K Buy
+8,585
New +$1.35M 0.02% 518

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.7% in Q2 2026, selling an estimated $122K and leaving 13,426 shares worth $3.26M. The position accounts for 0.1% of the portfolio, ranked #184.

Spire Wealth Management first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.53M in Q1 2024. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Spire Wealth Management held 13,426 shares of Vanguard Morningstar Small-Cap Value ETF worth $3.26M as of Q2 2026.
  • Spire Wealth Management sold 523 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.53M in Q1 2024.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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