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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17K	Hold	11	–	–	﹤0.01%	77
2026 Q1	$2.03K	Hold	11	–	–	﹤0.01%	77
2025 Q4	$1.95K	Hold	11	–	–	﹤0.01%	78
2025 Q3	$1.92K	Hold	11	–	–	﹤0.01%	80
2025 Q2	$1.81K	Hold	11	–	–	﹤0.01%	81
2025 Q1	$1.77K	Hold	11	–	–	﹤0.01%	77
2024 Q4	$1.78K	Hold	11	–	–	﹤0.01%	77
2024 Q3	$1.84K	Hold	11	–	–	﹤0.01%	75
2024 Q2	$1.66K	Hold	11	–	–	﹤0.01%	74
2024 Q1	$1.72K	Hold	11	–	–	﹤0.01%	74
2023 Q4	$1.6K	Hold	11	–	–	﹤0.01%	80
2023 Q3	$1.44K	Hold	11	–	–	﹤0.01%	76
2023 Q2	$1.52K	Hold	11	–	–	﹤0.01%	81
2023 Q1	$1.48K	Hold	11	–	–	﹤0.01%	82
2022 Q4	$1.49K	Hold	11	–	–	﹤0.01%	81
2022 Q3	$1.34K	Hold	11	–	–	﹤0.01%	82
2022 Q2	$1.43K	Hold	11	–	–	﹤0.01%	104
2022 Q1	$1.65K	Hold	11	–	–	﹤0.01%	103
2021 Q4	$1.65K	Hold	11	–	–	﹤0.01%	106
2021 Q3	$1.54K	Hold	11	–	–	﹤0.01%	106
2021 Q2	$1.55K	Hold	11	–	–	﹤0.01%	139
2021 Q1	$1.48K	Hold	11	–	–	﹤0.01%	95
2020 Q4	$1.31K	Buy	+11	New	+$1.23K	﹤0.01%	102

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Arcadia Investment Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 11 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Arcadia Investment Advisors first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Arcadia Investment Advisors held 11 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.17K as of Q2 2026.
Arcadia Investment Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Arcadia Investment Advisors's portfolio in Q2 2026, its #77 holding.
Arcadia Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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