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Spire Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Spire Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Sell
4,853
-316
-6% -$91.2K 0.04% 325
2026
Q1 		$1.33M Buy
5,169
+1,526
+42% +$419K 0.05% 335
2025
Q4 		$1.02M Sell
3,643
-24,992
-87% -$7.15M 0.03% 385
2025
Q3 		$8.41M Buy
28,635
+25,480
+808% +$7.35M 0.29% 75
2025
Q2 		$897K Sell
3,155
-387
-11% -$99.8K 0.03% 382
2025
Q1 		$867K Sell
3,542
-72
-2% -$18.7K 0.03% 432
2024
Q4 		$917K Buy
3,614
+294
+9% +$75.7K 0.03% 413
2024
Q3 		$808K Buy
3,320
+573
+21% +$133K 0.03% 420
2024
Q2 		$631K Buy
2,747
+123
+5% +$28.2K 0.02% 433
2024
Q1 		$619K Buy
2,624
+340
+15% +$76.2K 0.01% 471
2023
Q4 		$496K Sell
2,284
-235
-9% -$47K 0.02% 520
2023
Q3 		$491K Buy
2,519
+261
+12% +$53.3K 0.02% 480
2023
Q2 		$465K Buy
2,258
+158
+8% +$30.6K 0.02% 505
2023
Q1 		$409K Buy
2,100
+540
+35% +$103K 0.02% 535
2022
Q4 		$280K Buy
1,560
+3
+0.2% +$544 0.02% 475
2022
Q3 		$266K Sell
1,557
-745
-32% -$141K 0.02% 462
2022
Q2 		$404K Buy
2,302
+96
+4% +$18.6K 0.02% 534
2022
Q1 		$492K Sell
2,206
-149
-6% -$32.9K 0.01% 579
2021
Q4 		$600K Buy
2,355
+588
+33% +$148K 0.01% 631
2021
Q3 		$418K Buy
1,767
+1
+0.1% +$242 0.01% 652
2021
Q2 		$418K Sell
1,766
-37
-2% -$8.3K 0.01% 667
2021
Q1 		$387K Buy
+1,803
New +$391K 0.01% 756

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.1% in Q2 2026, selling an estimated $91.2K and leaving 4,853 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #325.

Spire Wealth Management first reported a position in VOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.41M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Spire Wealth Management held 4,853 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.49M as of Q2 2026.
  • Spire Wealth Management sold 316 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $91.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $8.41M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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