Maia Wealth’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Maia Wealth’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-951	Closed	-$231K	–	375
2026 Q2	$231K	Buy	+951	New	+$221K	0.03%	329
2026 Q1	–	Sell	-896	Closed	-$205K	–	365
2025 Q4	$205K	Buy	+896	New	+$188K	0.04%	332

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's VBR Position: Q3 2026 in Review

Maia Wealth sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026, closing a stake of 951 shares — an estimated $231K sold.

Maia Wealth first reported a position in VBR in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q2 2026. 1,203 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Maia Wealth reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Maia Wealth sold 951 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $231K.
Maia Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and held it in 2 quarters.
Maia Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $231K in Q2 2026.
1,203 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.