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 Q3	$388K	Buy	1,102 +204	+23%	+$71.4K	0.05%	242
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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Maia Wealth's VV Position: Q3 2026 in Review

Maia Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 23% in Q3 2026, buying an estimated $71.4K and bringing the position to 1,102 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #242.

Maia Wealth first reported a position in VV in Q3 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Maia Wealth held 1,102 shares of Vanguard Morningstar Large-Cap ETF worth $388K as of Q3 2026.
Maia Wealth bought 204 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $71.4K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #242 holding.
Maia Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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