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Maia Wealth’s Vanguard 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
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

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Maia Wealth's VBR Position: Q2 2026 in Review

Maia Wealth opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 951 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #329 among its holdings. This is a return to the name: Maia Wealth previously reported a position in VBR as recently as Q4 2025.

Maia Wealth first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Maia Wealth held 951 shares of Vanguard Small-Cap Value ETF worth $231K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Maia Wealth position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #329 holding.
  • Maia Wealth first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.