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

Maia Wealth’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,011	Closed	-$204K	–	368
2025 Q3	$204K	Buy	+1,011	New	+$196K	0.03%	330

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Maia Wealth's VOOV Position: Q4 2025 in Review

Maia Wealth sold out of Vanguard S&P 500 Value ETF (VOOV) in Q4 2025, closing a stake of 1,011 shares — an estimated $204K sold.

Maia Wealth first reported a position in VOOV in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 438 funds tracked by Wall St. Rank hold VOOV as of Q4 2025.

Maia Wealth reported no remaining Vanguard S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Maia Wealth sold 1,011 Vanguard S&P 500 Value ETF shares in Q4 2025, an estimated $204K.
Maia Wealth first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and held it in 1 quarter.
Maia Wealth's Vanguard S&P 500 Value ETF position peaked at $204K in Q3 2025.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.