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

Spire Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$194K Buy
2,353
+379
+19% +$30.1K 0.01% 796
2026
Q1 		$134K Buy
1,974
+642
+48% +$46.4K ﹤0.01% 901
2025
Q4 		$98.6K Buy
1,332
+246
+23% +$18.1K ﹤0.01% 993
2025
Q3 		$78.7K Buy
1,086
+270
+33% +$18.7K ﹤0.01% 1079
2025
Q2 		$53.9K Sell
816
-6
-0.7% -$357 ﹤0.01% 1169
2025
Q1 		$45.8K Buy
822
+18
+2% +$1.09K ﹤0.01% 1315
2024
Q4 		$49.1K Buy
804
+348
+76% +$20.9K ﹤0.01% 1292
2024
Q3 		$26.2K Buy
456
+96
+27% +$5.33K ﹤0.01% 1357
2024
Q2 		$20K Hold
360
– – ﹤0.01% 1442
2024
Q1 		$18.3K Sell
360
-11,814
-97% -$571K ﹤0.01% 1548
2023
Q4 		$568K Buy
12,174
+6,582
+118% +$282K 0.02% 490
2023
Q3 		$230K Buy
5,592
+5,232
+1,453% +$223K 0.01% 672
2023
Q2 		$15.2K Hold
360
– – ﹤0.01% 1682
2023
Q1 		$13.8K Hold
360
– – ﹤0.01% 1744
2022
Q4 		$13K Hold
360
– – ﹤0.01% 1530
2022
Q3 		$13K Sell
360
-2,100
-85% -$82K ﹤0.01% 1496
2022
Q2 		$89K Sell
2,460
-540
-18% -$21.5K ﹤0.01% 1078
2022
Q1 		$138K Hold
3,000
– – ﹤0.01% 1057
2021
Q4 		$151K Buy
3,000
+2,460
+456% +$119K ﹤0.01% 1230
2021
Q3 		$24K Hold
540
– – ﹤0.01% 1789
2021
Q2 		$24K Hold
540
– – ﹤0.01% 1807
2021
Q1 		$21K Buy
+540
New +$21K ﹤0.01% 2136

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 19% in Q2 2026, buying an estimated $30.1K and bringing the position to 2,353 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #796.

Spire Wealth Management first reported a position in VOOG in Q1 2021 and has held it in 22 quarters since. The position peaked at $568K in Q4 2023. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Spire Wealth Management held 2,353 shares of Vanguard S&P 500 Growth ETF worth $194K as of Q2 2026.
  • Spire Wealth Management bought 379 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $30.1K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #796 holding.
  • Spire Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $568K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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