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Spire Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Spire Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.49M Sell
14,823
-5,439
-27% -$1.94M 0.17% 132
2026
Q1 		$6.5M Sell
20,262
-3,681
-15% -$1.24M 0.22% 92
2025
Q4 		$8.03M Buy
23,943
+3,041
+15% +$1.01M 0.27% 74
2025
Q3 		$6.86M Sell
20,902
-212
-1% -$67K 0.23% 89
2025
Q2 		$6.42M Sell
21,114
-2,257
-10% -$635K 0.23% 87
2025
Q1 		$6.42M Sell
23,371
-58
-0.2% -$16.9K 0.21% 100
2024
Q4 		$6.79M Buy
23,429
+1,566
+7% +$457K 0.21% 100
2024
Q3 		$6.19M Sell
21,863
-834
-4% -$227K 0.21% 102
2024
Q2 		$6.07M Sell
22,697
-3,872
-15% -$1M 0.21% 101
2024
Q1 		$6.91M Buy
26,569
+1,342
+5% +$332K 0.13% 120
2023
Q4 		$6.04M Buy
25,227
+3,929
+18% +$869K 0.2% 105
2023
Q3 		$4.52M Sell
21,298
-361
-2% -$79.9K 0.17% 120
2023
Q2 		$4.77M Buy
21,659
+316
+1% +$65.9K 0.18% 108
2023
Q1 		$4.36M Buy
21,343
+3,804
+22% +$761K 0.17% 122
2022
Q4 		$3.35M Buy
17,539
+6,332
+57% +$1.22M 0.19% 116
2022
Q3 		$2.01M Sell
11,207
-8,384
-43% -$1.67M 0.12% 135
2022
Q2 		$3.69M Sell
19,591
-15,642
-44% -$3.21M 0.15% 139
2022
Q1 		$8.19M Sell
35,233
-4,081
-10% -$918K 0.22% 121
2021
Q4 		$9.49M Buy
39,314
+4,046
+11% +$955K 0.21% 125
2021
Q3 		$8.03M Sell
35,268
-1,076
-3% -$245K 0.21% 121
2021
Q2 		$8.1M Sell
36,344
-3,655
-9% -$793K 0.22% 123
2021
Q1 		$7.84M Buy
+39,999
New +$8.09M 0.21% 119

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q2 2026, selling an estimated $1.94M and leaving 14,823 shares worth $5.49M. The position accounts for 0.17% of the portfolio, ranked #132.

Spire Wealth Management first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.49M in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Spire Wealth Management held 14,823 shares of Vanguard Morningstar Total Stock Market ETF worth $5.49M as of Q2 2026.
  • Spire Wealth Management sold 5,439 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.94M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Spire Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $9.49M in Q4 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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