Maia Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Maia Wealth’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Buy	898 +1	+0.1%	+$334	0.05%	291
2026 Q1	$268K	Buy	897 +1	+0.1%	+$313	0.05%	305
2025 Q4	$281K	Buy	896 +1	+0.1%	+$312	0.05%	286
2025 Q3	$282K	Sell	895 -60	-6%	-$17.8K	0.05%	286
2025 Q2	$272K	Sell	955 -280	-23%	-$73.8K	0.05%	269
2025 Q1	$306K	Buy	1,235 +140	+13%	+$37.9K	0.07%	229
2024 Q4	$302K	Buy	1,095 +17	+2%	+$4.61K	0.07%	223
2024 Q3	$287K	Buy	+1,078	New	+$273K	0.07%	199

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Maia Wealth's VV Position: Q2 2026 in Review

Maia Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.11% in Q2 2026, buying an estimated $334 and bringing the position to 898 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #291.

Maia Wealth first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Maia Wealth held 898 shares of Vanguard Morningstar Large-Cap ETF worth $309K as of Q2 2026.
Maia Wealth bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #291 holding.
Maia Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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