Spire Wealth Management
VOO icon

Spire Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Spire Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.5M Buy
47,824
+2,737
+6% +$1.91M 1.02% 13
2026
Q2 		$31M Buy
45,087
+5,314
+13% +$3.54M 0.94% 14
2026
Q1 		$23.8M Sell
39,773
-1,669
-4% -$1.04M 0.81% 25
2025
Q4 		$26M Buy
41,442
+1,545
+4% +$960K 0.87% 18
2025
Q3 		$24.4M Buy
39,897
+4,691
+13% +$2.77M 0.83% 17
2025
Q2 		$20M Sell
35,206
-16,533
-32% -$8.69M 0.72% 29
2025
Q1 		$26.6M Buy
51,739
+19,620
+61% +$10.6M 0.85% 20
2024
Q4 		$17.3M Sell
32,119
-2,206
-6% -$1.19M 0.54% 37
2024
Q3 		$18.1M Buy
34,325
+5,861
+21% +$2.98M 0.61% 35
2024
Q2 		$14.2M Sell
28,464
-9,859
-26% -$4.74M 0.5% 41
2024
Q1 		$18.4M Buy
38,323
+5,347
+16% +$2.45M 0.33% 69
2023
Q4 		$14.6M Buy
32,976
+8,379
+34% +$3.43M 0.48% 44
2023
Q3 		$9.7M Buy
24,597
+1,426
+6% +$583K 0.37% 63
2023
Q2 		$9.44M Sell
23,171
-12,819
-36% -$4.95M 0.35% 63
2023
Q1 		$13.5M Sell
35,990
-35,468
-50% -$13M 0.53% 35
2022
Q4 		$25.1M Buy
71,458
+172
+0.2% +$60.8K 1.41% 13
2022
Q3 		$23.4M Sell
71,286
-26,623
-27% -$9.7M 1.42% 13
2022
Q2 		$34M Sell
97,909
-47,201
-33% -$17.8M 1.4% 9
2022
Q1 		$60.3M Buy
145,110
+121,592
+517% +$49.8M 1.61% 5
2021
Q4 		$10.3M Buy
23,518
+3,281
+16% +$1.38M 0.23% 119
2021
Q3 		$7.99M Buy
20,237
+2,235
+12% +$907K 0.21% 122
2021
Q2 		$7.08M Buy
18,002
+1,305
+8% +$501K 0.19% 133
2021
Q1 		$6.04M Buy
+16,697
New +$5.92M 0.16% 142

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Spire Wealth Management's VOO Position: Q3 2026 in Review

Spire Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q3 2026, buying an estimated $1.91M and bringing the position to 47,824 shares worth $33.5M. The position accounts for 1.02% of the portfolio, ranked #13.

Spire Wealth Management first reported a position in VOO in Q1 2021 and has held it in 23 quarters since. The position peaked at $60.3M in Q1 2022. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Spire Wealth Management held 47,824 shares of Vanguard S&P 500 ETF worth $33.5M as of Q3 2026.
  • Spire Wealth Management bought 2,737 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.91M.
  • Vanguard S&P 500 ETF made up 1.02% of Spire Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Spire Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Vanguard S&P 500 ETF position peaked at $60.3M in Q1 2022.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.