Maia Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Maia Wealth’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.55M	Buy	7,917 +150	+2%	+$105K	0.76%	31
2026 Q2	$5.33M	Buy	7,767 +368	+5%	+$245K	0.79%	31
2026 Q1	$4.42M	Sell	7,399 -67	-0.9%	-$41.9K	0.75%	31
2025 Q4	$4.68M	Buy	7,466 +122	+2%	+$75.8K	0.8%	27
2025 Q3	$4.6M	Hold	7,344	–	–	0.77%	31
2025 Q2	$4.17M	Sell	7,344 -628	-8%	-$330K	0.79%	30
2025 Q1	$3.95M	Buy	7,972 +670	+9%	+$362K	0.9%	27
2024 Q4	$4.03M	Sell	7,302 -441	-6%	-$239K	0.87%	29
2024 Q3	$4.12M	Buy	7,743 +362	+5%	+$184K	1.02%	25
2024 Q2	$3.81M	Buy	+7,381	New	+$3.55M	1.15%	20
2023 Q4	$3.4M	Buy	+7,789	New	+$3.19M	1.37%	13

Other funds holding VOO

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Maia Wealth's VOO Position: Q3 2026 in Review

Maia Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q3 2026, buying an estimated $105K and bringing the position to 7,917 shares worth $5.55M. The position accounts for 0.76% of the portfolio, ranked #31.

Maia Wealth first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 2,505 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Maia Wealth held 7,917 shares of Vanguard S&P 500 ETF worth $5.55M as of Q3 2026.
Maia Wealth bought 150 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $105K.
Vanguard S&P 500 ETF made up 0.76% of Maia Wealth's portfolio in Q3 2026, its #31 holding.
Maia Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,505 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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