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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.79M	Buy	34,341 +996	+3%	+$193K	0.21%	106
2026 Q1	$6.14M	Buy	33,345 +4,266	+15%	+$797K	0.21%	97
2025 Q4	$5.16M	Buy	29,079 +108	+0.4%	+$18.9K	0.17%	118
2025 Q3	$5.06M	Sell	28,971 -367	-1%	-$62.4K	0.17%	118
2025 Q2	$4.82M	Buy	29,338 +153	+0.5%	+$24.2K	0.17%	113
2025 Q1	$4.69M	Sell	29,185 -334	-1%	-$54.6K	0.15%	133
2024 Q4	$4.78M	Buy	29,519 +39	+0.1%	+$6.58K	0.15%	131
2024 Q3	$4.94M	Sell	29,480 -6,822	-19%	-$1.08M	0.17%	118
2024 Q2	$5.46M	Buy	36,302 +5,247	+17%	+$796K	0.19%	110
2024 Q1	$4.84M	Sell	31,055 -429	-1%	-$63K	0.09%	163
2023 Q4	$4.48M	Sell	31,484 -444	-1%	-$59.6K	0.15%	155
2023 Q3	$4.18M	Buy	31,928 +1,412	+5%	+$196K	0.16%	139
2023 Q2	$4.22M	Buy	30,516 +1,603	+6%	+$214K	0.16%	126
2023 Q1	$3.88M	Buy	28,913 +1,310	+5%	+$182K	0.15%	129
2022 Q4	$3.73M	Buy	27,603 +1,671	+6%	+$224K	0.21%	107
2022 Q3	$3.16M	Sell	25,932 -98	-0.4%	-$13.3K	0.19%	109
2022 Q2	$3.37M	Sell	26,030 -57	-0.2%	-$8.06K	0.14%	148
2022 Q1	$3.9M	Buy	26,087 +9	+0%	+$1.32K	0.1%	182
2021 Q4	$3.92M	Buy	26,078 +341	+1%	+$50.1K	0.09%	202
2021 Q3	$3.59M	Sell	25,737 -148	-0.6%	-$21K	0.1%	196
2021 Q2	$3.64M	Buy	25,885 +254	+1%	+$35.9K	0.1%	194
2021 Q1	$3.46M	Buy	+25,631	New	+$3.28M	0.09%	201

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3% in Q2 2026, buying an estimated $193K and bringing the position to 34,341 shares worth $6.79M. The position accounts for 0.21% of the portfolio, ranked #106.

Spire Wealth Management first reported a position in VOE in Q1 2021 and has held it in 22 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Spire Wealth Management held 34,341 shares of Vanguard Morningstar Mid-Cap Value ETF worth $6.79M as of Q2 2026.
Spire Wealth Management bought 996 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $193K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of Spire Wealth Management's portfolio in Q2 2026, its #106 holding.
Spire Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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