Maia Wealth’s Vanguard 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 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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Maia Wealth's VO Position: Q2 2026 in Review

Maia Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 30% in Q2 2026, buying an estimated $2M and bringing the position to 113,071 shares worth $9.11M. The position accounts for 1.34% of the portfolio, ranked #13.

Maia Wealth first reported a position in VO in Q2 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Maia Wealth held 113,071 shares of Vanguard Mid-Cap ETF worth $9.11M as of Q2 2026.
Maia Wealth bought 25,819 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $2M.
Vanguard Mid-Cap ETF made up 1.34% of Maia Wealth's portfolio in Q2 2026, its #13 holding.
Maia Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,115 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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