Maia Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Maia Wealth’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.21M	Buy	3,237 +94	+3%	+$35.2K	0.17%	138
2026 Q2	$1.16M	Buy	3,143 +38	+1%	+$13.6K	0.17%	145
2026 Q1	$996K	Buy	3,105 +148	+5%	+$49.7K	0.17%	147
2025 Q4	$994K	Sell	2,957 -147	-5%	-$48.9K	0.17%	136
2025 Q3	$1.04M	Sell	3,104 -698	-18%	-$220K	0.18%	140
2025 Q2	$1.16M	Buy	3,802 +830	+28%	+$233K	0.22%	120
2025 Q1	$785K	Sell	2,972 -112	-4%	-$32.5K	0.18%	129
2024 Q4	$916K	Buy	3,084 +89	+3%	+$26K	0.2%	107
2024 Q3	$856K	Sell	2,995 -254	-8%	-$69.3K	0.21%	105
2024 Q2	$899K	Buy	+3,249	New	+$841K	0.27%	79
2023 Q4	$666K	Buy	+2,807	New	+$621K	0.27%	74

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Maia Wealth's VTI Position: Q3 2026 in Review

Maia Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q3 2026, buying an estimated $35.2K and bringing the position to 3,237 shares worth $1.21M. The position accounts for 0.17% of the portfolio, ranked #138.

Maia Wealth first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 2,356 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Maia Wealth held 3,237 shares of Vanguard Morningstar Total Stock Market ETF worth $1.21M as of Q3 2026.
Maia Wealth bought 94 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $35.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Maia Wealth's portfolio in Q3 2026, its #138 holding.
Maia Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
2,356 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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