Question 1

How many shares of VONE does MAI Capital Management own?

Accepted Answer

As of 2026-Q2, MAI Capital Management holds 256,565 shares of VONE (VANGUARD SCOTTSDALE FDS).

Question 2

What is MAI Capital Management's VONE position worth?

Accepted Answer

As of 2026-Q2, MAI Capital Management's VONE position is worth $86.9M.

Question 3

Is MAI Capital Management buying or selling VONE?

Accepted Answer

In 2026-Q2, MAI Capital Management increased their VONE position (+58.4% change in shares).

Question 4

When did MAI Capital Management first buy VONE?

Accepted Answer

Based on available 13F filings, MAI Capital Management first reported a position in VONE in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	256,565	+58.4%	$86.9M	0.3%	$338.72	51
2026-Q1	Increased	161,932	+3.4%	$47.8M	0.3%	$308.65	36
2025-Q4	Increased	156,682	+1.3%	$48.4M	0.3%	$311.38	35
2025-Q3	Increased	154,689	+2.0%	$46.8M	0.3%	$300.73	36
2025-Q2	Increased	151,668	+7.8%	$42.6M	0.3%	$277.91	38
2025-Q1	Increased	140,705	+5.0%	$35.7M	0.3%	$250.42	36
2024-Q4	Increased	133,967	+2.8%	$35.7M	0.3%	$264.72	36
2024-Q3	Increased	130,295	+2.0%	$33.9M	0.3%	$255.34	35

VONEShowing 8 of 26 quarters

VONE
Showing 8 of 26 quarters