Maia Wealth
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Maia Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Maia Wealth’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11M Buy
140,548
+27,477
+24% +$2.23M 1.52% 8
2026
Q2 		$9.11M Buy
113,071
+25,819
+30% +$2M 1.34% 13
2026
Q1 		$6.26M Buy
87,252
+23,240
+36% +$1.73M 1.06% 16
2025
Q4 		$4.77M Buy
64,012
+9,308
+17% +$677K 0.81% 25
2025
Q3 		$3.98M Buy
54,704
+26,172
+92% +$1.88M 0.67% 34
2025
Q2 		$2M Buy
+28,532
New +$1.87M 0.38% 71

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Maia Wealth's VO Position: Q3 2026 in Review

Maia Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 24% in Q3 2026, buying an estimated $2.23M and bringing the position to 140,548 shares worth $11M. The position accounts for 1.52% of the portfolio, ranked #8.

Maia Wealth first reported a position in VO in Q2 2025 and has held it in 6 quarters since. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Maia Wealth held 140,548 shares of Vanguard Morningstar Mid-Cap ETF worth $11M as of Q3 2026.
  • Maia Wealth bought 27,477 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.23M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.52% of Maia Wealth's portfolio in Q3 2026, its #8 holding.
  • Maia Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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