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Spire Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Spire Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
3,304
+7
+0.2% +$2.33K 0.03% 361
2026
Q1 		$985K Sell
3,297
-88
-3% -$27.5K 0.03% 387
2025
Q4 		$1.07M Buy
3,385
+7
+0.2% +$2.19K 0.04% 378
2025
Q3 		$1.04M Hold
3,378
– – 0.04% 372
2025
Q2 		$964K Sell
3,378
-256
-7% -$67.5K 0.03% 368
2025
Q1 		$934K Sell
3,634
-39
-1% -$10.6K 0.03% 417
2024
Q4 		$991K Buy
3,673
+2,425
+194% +$657K 0.03% 395
2024
Q3 		$329K Hold
1,248
– – 0.01% 621
2024
Q2 		$312K Buy
1,248
+176
+16% +$42.3K 0.01% 603
2024
Q1 		$257K Sell
1,072
-137
-11% -$31.3K ﹤0.01% 707
2023
Q4 		$268K Buy
1,209
+80
+7% +$16.4K 0.01% 685
2023
Q3 		$221K Hold
1,129
– – 0.01% 688
2023
Q2 		$229K Hold
1,129
– – 0.01% 686
2023
Q1 		$211K Hold
1,129
– – 0.01% 708
2022
Q4 		$197K Hold
1,129
– – 0.01% 566
2022
Q3 		$185K Sell
1,129
-1,020
-47% -$185K 0.01% 552
2022
Q2 		$370K Sell
2,149
-612
-22% -$115K 0.02% 568
2022
Q1 		$576K Sell
2,761
-92
-3% -$18.9K 0.02% 527
2021
Q4 		$631K Buy
2,853
+248
+10% +$53.2K 0.01% 611
2021
Q3 		$523K Buy
2,605
+268
+11% +$55.4K 0.01% 574
2021
Q2 		$469K Hold
2,337
– – 0.01% 627
2021
Q1 		$433K Buy
+2,337
New +$423K 0.01% 713

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Spire Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.21% in Q2 2026, buying an estimated $2.33K and bringing the position to 3,304 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #361.

Spire Wealth Management first reported a position in VV in Q1 2021 and has held it in 22 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Spire Wealth Management held 3,304 shares of Vanguard Morningstar Large-Cap ETF worth $1.14M as of Q2 2026.
  • Spire Wealth Management bought 7 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.33K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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