Spire Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.92M	Buy	33,489 +2,259	+7%	+$519K	0.24%	96
2026 Q1	$6.72M	Buy	31,230 +10,097	+48%	+$2.25M	0.23%	90
2025 Q4	$4.64M	Buy	21,133 +570	+3%	+$125K	0.16%	132
2025 Q3	$4.44M	Buy	20,563 +1,350	+7%	+$283K	0.15%	127
2025 Q2	$3.93M	Sell	19,213 -4,635	-19%	-$898K	0.14%	134
2025 Q1	$4.63M	Sell	23,848 -6,989	-23%	-$1.39M	0.15%	136
2024 Q4	$6.04M	Buy	30,837 +2,614	+9%	+$522K	0.19%	110
2024 Q3	$5.59M	Sell	28,223 -181	-0.6%	-$34.5K	0.19%	111
2024 Q2	$5.19M	Sell	28,404 -12,129	-30%	-$2.18M	0.18%	116
2024 Q1	$7.4M	Sell	40,533 -191	-0.5%	-$33.6K	0.13%	114
2023 Q4	$7M	Buy	40,724 +4,024	+11%	+$647K	0.23%	89
2023 Q3	$5.7M	Buy	36,700 +2,261	+7%	+$367K	0.22%	89
2023 Q2	$5.59M	Buy	34,439 +1,430	+4%	+$224K	0.21%	97
2023 Q1	$5.08M	Buy	33,009 +7,498	+29%	+$1.15M	0.2%	109
2022 Q4	$3.87M	Sell	25,511 -2,240	-8%	-$334K	0.22%	103
2022 Q3	$3.75M	Sell	27,751 -9,399	-25%	-$1.4M	0.23%	100
2022 Q2	$5.33M	Sell	37,150 -7,745	-17%	-$1.18M	0.22%	115
2022 Q1	$7.29M	Sell	44,895 -2,489	-5%	-$402K	0.2%	125
2021 Q4	$8.14M	Sell	47,384 -1,642	-3%	-$271K	0.18%	136
2021 Q3	$7.53M	Sell	49,026 -5,458	-10%	-$870K	0.2%	127
2021 Q2	$8.18M	Sell	54,484 -3,086	-5%	-$474K	0.22%	121
2021 Q1	$8.31M	Buy	+57,570	New	+$8.19M	0.22%	116

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.2% in Q2 2026, buying an estimated $519K and bringing the position to 33,489 shares worth $7.92M. The position accounts for 0.24% of the portfolio, ranked #96.

Spire Wealth Management first reported a position in VIG in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.31M in Q1 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Spire Wealth Management held 33,489 shares of Vanguard Dividend Appreciation ETF worth $7.92M as of Q2 2026.
Spire Wealth Management bought 2,259 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $519K.
Vanguard Dividend Appreciation ETF made up 0.24% of Spire Wealth Management's portfolio in Q2 2026, its #96 holding.
Spire Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $8.31M in Q1 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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