Arcadia Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Arcadia Investment Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.77M	Sell	25,635 -2,407	-9%	-$690K	3.28%	14
2026 Q1	$7.34M	Buy	28,042 +772	+3%	+$209K	3.47%	14
2025 Q4	$7.03M	Buy	27,270 +15,820	+138%	+$4.05M	3.27%	15
2025 Q3	$2.91M	Buy	11,450 +11,009	+2,496%	+$2.73M	1.41%	22
2025 Q2	$105K	Buy	+441	New	+$98.4K	0.05%	53
2020 Q4	–	Sell	-73	Closed	-$11.2K	–	127
2020 Q3	$11.2K	Hold	73	–	–	0.01%	67
2020 Q2	$10.6K	Hold	73	–	–	0.01%	54
2020 Q1	$8.43K	Sell	73 -140	-66%	-$21K	0.01%	57
2019 Q4	$35.3K	Hold	213	–	–	0.02%	41
2019 Q3	$32.8K	Hold	213	–	–	0.02%	48
2019 Q2	$33.4K	Hold	213	–	–	0.02%	44
2019 Q1	$32.5K	Sell	213 -44	-17%	-$6.54K	0.02%	46
2018 Q4	$33.9K	Buy	+257	New	+$37.4K	0.03%	43

Other funds holding VB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return