Spire Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$782K	Hold	5,683	–	–	0.02%	447
2026 Q1	$653K	Sell	5,683 -141	-2%	-$16.5K	0.02%	477
2025 Q4	$646K	Sell	5,824 -180	-3%	-$20K	0.02%	484
2025 Q3	$663K	Sell	6,004 -49	-0.8%	-$5.23K	0.02%	465
2025 Q2	$613K	Sell	6,053 -3,690	-38%	-$352K	0.02%	464
2025 Q1	$940K	Sell	9,743 -997	-9%	-$104K	0.03%	415
2024 Q4	$1.14M	Sell	10,740 -139	-1%	-$15.4K	0.04%	362
2024 Q3	$1.18M	Sell	10,879 -350	-3%	-$36.4K	0.04%	343
2024 Q2	$1.1M	Sell	11,229 -2,200	-16%	-$216K	0.04%	327
2024 Q1	$1.36M	Sell	13,429 -1,904	-12%	-$185K	0.02%	305
2023 Q4	$1.46M	Sell	15,333 -3,902	-20%	-$348K	0.05%	278
2023 Q3	$1.68M	Sell	19,235 -121	-0.6%	-$11.1K	0.06%	245
2023 Q2	$1.78M	Sell	19,356 -265	-1%	-$23.2K	0.07%	252
2023 Q1	$1.74M	Buy	19,621 +4,963	+34%	+$455K	0.07%	246
2022 Q4	$1.27M	Buy	14,658 +4,898	+50%	+$435K	0.07%	209
2022 Q3	$788K	Buy	9,760 +6,370	+188%	+$570K	0.05%	255
2022 Q2	$288K	Buy	+3,390	New	+$310K	0.01%	647

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Spire Wealth Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 5,683 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #447.

Spire Wealth Management first reported a position in VIOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.78M in Q2 2023. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Spire Wealth Management held 5,683 shares of Vanguard S&P Small-Cap 600 ETF worth $782K as of Q2 2026.
Spire Wealth Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #447 holding.
Spire Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $1.78M in Q2 2023.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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