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 Q3	$973K	Sell	12,412 -79,747	-87%	-$6.49M	0.4%	32
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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Arcadia Investment Advisors's VO Position: Q3 2026 in Review

Arcadia Investment Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 87% in Q3 2026, selling an estimated $6.49M and leaving 12,412 shares worth $973K. The position accounts for 0.4% of the portfolio, ranked #32.

Arcadia Investment Advisors first reported a position in VO in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.43M in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Arcadia Investment Advisors held 12,412 shares of Vanguard Morningstar Mid-Cap ETF worth $973K as of Q3 2026.
Arcadia Investment Advisors sold 79,747 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $6.49M.
Vanguard Morningstar Mid-Cap ETF made up 0.4% of Arcadia Investment Advisors's portfolio in Q3 2026, its #32 holding.
Arcadia Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Arcadia Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $7.43M in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.