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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Maia Wealth's VOO Position: Q1 2026 in Review

Maia Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 0.9% in Q1 2026, selling an estimated $41.9K and leaving 7,399 shares worth $4.42M. The position accounts for 0.75% of the portfolio, ranked #31.

Maia Wealth first reported a position in VOO in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.68M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Maia Wealth held 7,399 shares of Vanguard S&P 500 ETF worth $4.42M as of Q1 2026.
Maia Wealth sold 67 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $41.9K.
Vanguard S&P 500 ETF made up 0.75% of Maia Wealth's portfolio in Q1 2026, its #31 holding.
Maia Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Vanguard S&P 500 ETF position peaked at $4.68M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.