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Spire Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Spire Wealth Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.41M Sell
17,920
-1,104
-6% -$253K 0.13% 150
2026
Q1 		$3.92M Buy
19,024
+1,449
+8% +$310K 0.13% 152
2025
Q4 		$3.68M Buy
17,575
+2,412
+16% +$507K 0.12% 155
2025
Q3 		$3.17M Buy
15,163
+144
+1% +$29.1K 0.11% 164
2025
Q2 		$2.89M Sell
15,019
-264
-2% -$46.9K 0.1% 165
2025
Q1 		$2.63M Buy
15,283
+214
+1% +$40.5K 0.08% 228
2024
Q4 		$2.86M Buy
15,069
+15
+0.1% +$2.89K 0.09% 196
2024
Q3 		$2.74M Buy
15,054
+61
+0.4% +$10.7K 0.09% 180
2024
Q2 		$2.53M Sell
14,993
-389
-3% -$65.7K 0.09% 197
2024
Q1 		$2.7M Buy
15,382
+1,026
+7% +$170K 0.05% 211
2023
Q4 		$2.3M Buy
14,356
+5,155
+56% +$758K 0.08% 216
2023
Q3 		$1.32M Buy
9,201
+291
+3% +$43.6K 0.05% 275
2023
Q2 		$1.33M Sell
8,910
-27
-0.3% -$3.79K 0.05% 292
2023
Q1 		$1.25M Buy
8,937
+2,032
+29% +$288K 0.05% 306
2022
Q4 		$917K Buy
6,905
+5
+0.1% +$678 0.05% 245
2022
Q3 		$877K Sell
6,900
-2,830
-29% -$399K 0.05% 230
2022
Q2 		$1.28M Sell
9,730
-685
-7% -$99.7K 0.05% 285
2022
Q1 		$1.73M Buy
10,415
+244
+2% +$40.1K 0.05% 298
2021
Q4 		$1.86M Sell
10,171
-86
-0.8% -$16.2K 0.04% 326
2021
Q3 		$1.87M Sell
10,257
-197
-2% -$36.8K 0.05% 292
2021
Q2 		$1.97M Sell
10,454
-373
-3% -$68.2K 0.05% 291
2021
Q1 		$1.91M Buy
+10,827
New +$1.92M 0.05% 290

Other funds holding VXF

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 5.8% in Q2 2026, selling an estimated $253K and leaving 17,920 shares worth $4.41M. The position accounts for 0.13% of the portfolio, ranked #150.

Spire Wealth Management first reported a position in VXF in Q1 2021 and has held it in 22 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Spire Wealth Management held 17,920 shares of Vanguard Extended Market ETF worth $4.41M as of Q2 2026.
  • Spire Wealth Management sold 1,104 Vanguard Extended Market ETF shares in Q2 2026, an estimated $253K.
  • Vanguard Extended Market ETF made up 0.13% of Spire Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Spire Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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