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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
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 		$9.66M 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% -$9.72M 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, buying an estimated $3.54M and bringing the position to 45,087 shares worth $31M. The position accounts for 0.94% of the portfolio, ranked #14.

Spire Wealth Management first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. The position peaked at $60.3M in Q1 2022. 1,289 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Spire Wealth Management held 45,087 shares of Vanguard S&P 500 ETF worth $31M as of Q2 2026.
  • Spire Wealth Management bought 5,314 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.54M.
  • Vanguard S&P 500 ETF made up 0.94% of Spire Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Spire Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard S&P 500 ETF position peaked at $60.3M in Q1 2022.
  • 1,289 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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