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Spire Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Spire Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.34M Sell
108,463
-533
-0.5% -$44.8K 0.28% 81
2026
Q1 		$7.93M Buy
108,996
+14,190
+15% +$1.1M 0.27% 79
2025
Q4 		$7.71M Sell
94,806
-14,148
-13% -$1.15M 0.26% 80
2025
Q3 		$8.71M Sell
108,954
-4,188
-4% -$320K 0.3% 74
2025
Q2 		$8.27M Buy
113,142
+1,422
+1% +$93.6K 0.3% 69
2025
Q1 		$6.9M Sell
111,720
-2,172
-2% -$146K 0.22% 96
2024
Q4 		$7.79M Buy
113,892
+5,388
+5% +$362K 0.24% 87
2024
Q3 		$6.94M Buy
108,504
+1,650
+2% +$102K 0.23% 89
2024
Q2 		$6.66M Buy
106,854
+6,690
+7% +$390K 0.24% 90
2024
Q1 		$5.75M Buy
100,164
+1,818
+2% +$100K 0.1% 139
2023
Q4 		$5.24M Buy
98,346
+7,788
+9% +$376K 0.17% 131
2023
Q3 		$4.11M Sell
90,558
-2,190
-2% -$103K 0.16% 141
2023
Q2 		$4.37M Buy
92,748
+1,596
+2% +$69.2K 0.16% 123
2023
Q1 		$3.79M Sell
91,152
-5,460
-6% -$212K 0.15% 134
2022
Q4 		$3.43M Buy
96,612
+894
+0.9% +$32.9K 0.19% 114
2022
Q3 		$3.41M Sell
95,718
-9,642
-9% -$388K 0.21% 103
2022
Q2 		$3.91M Sell
105,360
-18,468
-15% -$759K 0.16% 135
2022
Q1 		$5.94M Buy
+123,828
New +$5.86M 0.16% 139
2021
Q4 		– Sell
-123,738
Closed -$5.98M – 3010
2021
Q3 		$5.98M Buy
123,738
+804
+0.7% +$40K 0.16% 147
2021
Q2 		$5.88M Buy
+122,934
New +$5.58M 0.16% 151

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Spire Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.49% in Q2 2026, selling an estimated $44.8K and leaving 108,463 shares worth $9.34M. The position accounts for 0.28% of the portfolio, ranked #81.

Spire Wealth Management first reported a position in VUG in Q2 2021 and has held it in 20 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Spire Wealth Management held 108,463 shares of Vanguard Morningstar Growth ETF worth $9.34M as of Q2 2026.
  • Spire Wealth Management sold 533 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $44.8K.
  • Vanguard Morningstar Growth ETF made up 0.28% of Spire Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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