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Spire Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Spire Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Sell
22,182
-798
-3% -$61.9K 0.05% 293
2026
Q1 		$1.65M Sell
22,980
-956
-4% -$71K 0.06% 297
2025
Q4 		$1.74M Buy
23,936
+616
+3% +$44.8K 0.06% 281
2025
Q3 		$1.71M Buy
23,320
+108
+0.5% +$7.76K 0.06% 272
2025
Q2 		$1.62M Sell
23,212
-1,052
-4% -$69.1K 0.06% 271
2025
Q1 		$1.57M Sell
24,264
-1,028
-4% -$69K 0.05% 305
2024
Q4 		$1.67M Buy
25,292
+6,828
+37% +$464K 0.05% 269
2024
Q3 		$1.22M Sell
18,464
-220
-1% -$13.8K 0.04% 332
2024
Q2 		$1.13M Sell
18,684
-93,236
-83% -$5.67M 0.04% 322
2024
Q1 		$6.99M Buy
111,920
+91,340
+444% +$5.4M 0.13% 118
2023
Q4 		$1.18M Buy
20,580
+1,240
+6% +$66.3K 0.04% 330
2023
Q3 		$1.01M Sell
19,340
-796
-4% -$43.7K 0.04% 322
2023
Q2 		$1.11M Sell
20,136
-296
-1% -$15.5K 0.04% 331
2023
Q1 		$1.08M Buy
20,432
+7,244
+55% +$385K 0.04% 328
2022
Q4 		$672K Sell
13,188
-4,592
-26% -$234K 0.04% 298
2022
Q3 		$836K Sell
17,780
-16,332
-48% -$854K 0.05% 240
2022
Q2 		$1.68M Sell
34,112
-154,684
-82% -$8.36M 0.07% 228
2022
Q1 		$11.5M Sell
188,796
-40,024
-17% -$2.35M 0.31% 85
2021
Q4 		$14.6M Buy
228,820
+15,236
+7% +$955K 0.32% 82
2021
Q3 		$12.6M Buy
213,584
+11,896
+6% +$719K 0.33% 85
2021
Q2 		$12M Sell
201,688
-28
-0% -$1.62K 0.32% 83
2021
Q1 		$11.1M Buy
+201,716
New +$10.9M 0.3% 92

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q2 2026, selling an estimated $61.9K and leaving 22,182 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #293.

Spire Wealth Management first reported a position in VO in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.6M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Spire Wealth Management held 22,182 shares of Vanguard Morningstar Mid-Cap ETF worth $1.79M as of Q2 2026.
  • Spire Wealth Management sold 798 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $61.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $14.6M in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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