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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Maia Wealth's VTI Position: Q2 2026 in Review

Maia Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, buying an estimated $13.6K and bringing the position to 3,143 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #145.

Maia Wealth first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Maia Wealth held 3,143 shares of Vanguard Morningstar Total Stock Market ETF worth $1.16M as of Q2 2026.
Maia Wealth bought 38 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Maia Wealth's portfolio in Q2 2026, its #145 holding.
Maia Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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