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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Maia Wealth's VOO Position: Q2 2026 in Review

Maia Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q2 2026, buying an estimated $245K and bringing the position to 7,767 shares worth $5.33M. The position accounts for 0.79% of the portfolio, ranked #31.

Maia Wealth first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 4,006 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Maia Wealth held 7,767 shares of Vanguard S&P 500 ETF worth $5.33M as of Q2 2026.
Maia Wealth bought 368 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $245K.
Vanguard S&P 500 ETF made up 0.79% of Maia Wealth's portfolio in Q2 2026, its #31 holding.
Maia Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
4,006 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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