Arcadia Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.43M	Sell	92,159 -8,473	-8%	-$657K	3.13%	16
2026 Q1	$7.22M	Sell	100,632 -44	-0%	-$3.27K	3.41%	15
2025 Q4	$7.3M	Buy	100,676 +22,880	+29%	+$1.66M	3.4%	13
2025 Q3	$5.71M	Buy	77,796 +73,628	+1,767%	+$5.29M	2.77%	17
2025 Q2	$292K	Buy	4,168 +4,124	+9,373%	+$271K	0.15%	34
2025 Q1	$2.85K	Hold	44	–	–	﹤0.01%	75
2024 Q4	$2.91K	Hold	44	–	–	﹤0.01%	75
2024 Q3	$2.9K	Hold	44	–	–	﹤0.01%	73
2024 Q2	$2.66K	Hold	44	–	–	﹤0.01%	71
2024 Q1	$2.75K	Hold	44	–	–	﹤0.01%	73
2023 Q4	$2.56K	Hold	44	–	–	﹤0.01%	79
2023 Q3	$2.29K	Hold	44	–	–	﹤0.01%	75
2023 Q2	$2.42K	Hold	44	–	–	﹤0.01%	78
2023 Q1	$2.32K	Hold	44	–	–	﹤0.01%	79
2022 Q4	$2.24K	Hold	44	–	–	﹤0.01%	77
2022 Q3	$2.07K	Hold	44	–	–	﹤0.01%	78
2022 Q2	$2.17K	Hold	44	–	–	﹤0.01%	99
2022 Q1	$2.62K	Hold	44	–	–	﹤0.01%	98
2021 Q4	$2.8K	Hold	44	–	–	﹤0.01%	97
2021 Q3	$2.6K	Hold	44	–	–	﹤0.01%	99
2021 Q2	$2.61K	Hold	44	–	–	﹤0.01%	112
2021 Q1	$2.44K	Hold	44	–	–	﹤0.01%	91
2020 Q4	$2.27K	Buy	+44	New	+$2.13K	﹤0.01%	96

Other funds holding VO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Arcadia Investment Advisors's VO Position: Q2 2026 in Review

Arcadia Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8.4% in Q2 2026, selling an estimated $657K and leaving 92,159 shares worth $7.43M. The position accounts for 3.13% of the portfolio, ranked #16.

Arcadia Investment Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Arcadia Investment Advisors held 92,159 shares of Vanguard Morningstar Mid-Cap ETF worth $7.43M as of Q2 2026.
Arcadia Investment Advisors sold 8,473 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $657K.
Vanguard Morningstar Mid-Cap ETF made up 3.13% of Arcadia Investment Advisors's portfolio in Q2 2026, its #16 holding.
Arcadia Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.