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Spire Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Spire Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75M Buy
17,515
+2,096
+14% +$320K 0.08% 216
2026
Q1 		$2.13M Buy
15,419
+341
+2% +$49K 0.07% 244
2025
Q4 		$2.13M Buy
15,078
+1,390
+10% +$194K 0.07% 241
2025
Q3 		$1.89M Sell
13,688
-1,632
-11% -$217K 0.06% 246
2025
Q2 		$1.97M Sell
15,320
-7,160
-32% -$856K 0.07% 233
2025
Q1 		$2.61M Buy
22,480
+21
+0.1% +$2.51K 0.08% 229
2024
Q4 		$2.64M Buy
22,459
+109
+0.5% +$13.1K 0.08% 208
2024
Q3 		$2.68M Buy
22,350
+349
+2% +$40.1K 0.09% 186
2024
Q2 		$2.48M Sell
22,001
-4,294
-16% -$473K 0.09% 201
2024
Q1 		$2.91M Buy
26,295
+2,893
+12% +$306K 0.05% 203
2023
Q4 		$2.4M Sell
23,402
-2,629
-10% -$253K 0.08% 207
2023
Q3 		$2.43M Sell
26,031
-19
-0.1% -$1.84K 0.09% 200
2023
Q2 		$2.53M Sell
26,050
-282
-1% -$26.4K 0.09% 201
2023
Q1 		$2.42M Buy
26,332
+6,093
+30% +$552K 0.09% 208
2022
Q4 		$1.74M Sell
20,239
-2,008
-9% -$172K 0.1% 166
2022
Q3 		$1.75M Sell
22,247
-5,741
-21% -$504K 0.11% 145
2022
Q2 		$2.39M Sell
27,988
-5,581
-17% -$516K 0.1% 179
2022
Q1 		$3.4M Buy
33,569
+1,804
+6% +$183K 0.09% 199
2021
Q4 		$3.41M Sell
31,765
-2,116
-6% -$225K 0.08% 221
2021
Q3 		$3.45M Buy
33,881
+4,412
+15% +$462K 0.09% 201
2021
Q2 		$3.05M Sell
29,469
-42
-0.1% -$4.28K 0.08% 223
2021
Q1 		$2.87M Buy
+29,511
New +$2.84M 0.08% 218

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 14% in Q2 2026, buying an estimated $320K and bringing the position to 17,515 shares worth $2.75M. The position accounts for 0.08% of the portfolio, ranked #216.

Spire Wealth Management first reported a position in VT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.45M in Q3 2021. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Spire Wealth Management held 17,515 shares of Vanguard Total World Stock ETF worth $2.75M as of Q2 2026.
  • Spire Wealth Management bought 2,096 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Total World Stock ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Spire Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Total World Stock ETF position peaked at $3.45M in Q3 2021.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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