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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$94K	Buy	429 +101	+31%	+$21.8K	﹤0.01%	994
2026 Q1	$66.9K	Sell	328 -20	-6%	-$4.19K	﹤0.01%	1090
2025 Q4	$71.4K	Buy	348 +1	+0.3%	+$202	﹤0.01%	1079
2025 Q3	$69.2K	Buy	347 +2	+0.6%	+$388	﹤0.01%	1127
2025 Q2	$65.2K	Sell	345 -434	-56%	-$78.2K	﹤0.01%	1116
2025 Q1	$144K	Buy	779 +4	+0.5%	+$748	﹤0.01%	913
2024 Q4	$143K	Buy	775 +29	+4%	+$5.56K	﹤0.01%	925
2024 Q3	$142K	Buy	746 +1	+0.1%	+$184	﹤0.01%	818
2024 Q2	$131K	Sell	745 -4,539	-86%	-$800K	﹤0.01%	829
2024 Q1	$954K	Buy	5,284 +4,558	+628%	+$783K	0.02%	389
2023 Q4	$121K	Buy	726 +3	+0.4%	+$466	﹤0.01%	939
2023 Q3	$108K	Buy	723 +1	+0.1%	+$156	﹤0.01%	934
2023 Q2	$112K	Buy	722 +10	+1%	+$1.49K	﹤0.01%	937
2023 Q1	$104K	Buy	712 +282	+66%	+$41.2K	﹤0.01%	955
2022 Q4	$60K	Hold	430	–	–	﹤0.01%	928
2022 Q3	$53K	Sell	430 -463	-52%	-$63.4K	﹤0.01%	936
2022 Q2	$119K	Sell	893 -672	-43%	-$96K	﹤0.01%	976
2022 Q1	$236K	Buy	1,565 +1	+0.1%	+$149	0.01%	823
2021 Q4	$237K	Buy	1,564 +3	+0.2%	+$441	0.01%	1016
2021 Q3	$220K	Hold	1,561	–	–	0.01%	883
2021 Q2	$223K	Buy	1,561 +1	+0.1%	+$143	0.01%	900
2021 Q1	$213K	Buy	+1,560	New	+$203K	0.01%	1037

Other funds holding VOOV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 31% in Q2 2026, buying an estimated $21.8K and bringing the position to 429 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Spire Wealth Management first reported a position in VOOV in Q1 2021 and has held it in 22 quarters since. The position peaked at $954K in Q1 2024. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Spire Wealth Management held 429 shares of Vanguard S&P 500 Value ETF worth $94K as of Q2 2026.
Spire Wealth Management bought 101 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $21.8K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #994 holding.
Spire Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Vanguard S&P 500 Value ETF position peaked at $954K in Q1 2024.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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