Arcadia Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$400K	Sell	2,535 -37	-1%	-$5.87K	0.17%	36
2026 Q2	$404K	Hold	2,572	–	–	0.17%	36
2026 Q1	$356K	Hold	2,572	–	–	0.17%	35
2025 Q4	$363K	Hold	2,572	–	–	0.17%	35
2025 Q3	$354K	Sell	2,572 -75	-3%	-$9.97K	0.17%	35
2025 Q2	$340K	Hold	2,647	–	–	0.18%	33
2025 Q1	$307K	Hold	2,647	–	–	0.17%	32
2024 Q4	$311K	Hold	2,647	–	–	0.17%	32
2024 Q3	$317K	Sell	2,647 -9	-0.3%	-$1.03K	0.17%	32
2024 Q2	$299K	Sell	2,656 -275	-9%	-$30.3K	0.17%	32
2024 Q1	$324K	Sell	2,931 -150	-5%	-$15.9K	0.18%	30
2023 Q4	$317K	Sell	3,081 -37	-1%	-$3.56K	0.19%	30
2023 Q3	$291K	Hold	3,118	–	–	0.19%	31
2023 Q2	$302K	Sell	3,118 -172	-5%	-$16.1K	0.2%	31
2023 Q1	$303K	Hold	3,290	–	–	0.21%	29
2022 Q4	$284K	Hold	3,290	–	–	0.2%	29
2022 Q3	$260K	Sell	3,290 -15	-0.5%	-$1.32K	0.2%	30
2022 Q2	$282K	Buy	3,305 +5	+0.2%	+$462	0.21%	32
2022 Q1	$334K	Buy	3,300 +2	+0.1%	+$203	0.2%	33
2021 Q4	$354K	Buy	3,298 +6	+0.2%	+$638	0.18%	34
2021 Q3	$335K	Buy	3,292 +3	+0.1%	+$314	0.18%	35
2021 Q2	$341K	Buy	3,289 +782	+31%	+$79.7K	0.18%	34
2021 Q1	$244K	Hold	2,507	–	–	0.13%	38
2020 Q4	$232K	Hold	2,507	–	–	0.13%	35
2020 Q3	$202K	Hold	2,507	–	–	0.13%	35
2020 Q2	$188K	Sell	2,507 -2,042	-45%	-$144K	0.13%	36
2020 Q1	$286K	Buy	+4,549	New	+$343K	0.23%	34

Other funds holding VT

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VVP

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

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

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

Arcadia Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q3 2026, selling an estimated $5.87K and leaving 2,535 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #36.

Arcadia Investment Advisors first reported a position in VT in Q1 2020 and has held it in 27 quarters since. The position peaked at $404K in Q2 2026. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Arcadia Investment Advisors held 2,535 shares of Vanguard Total World Stock ETF worth $400K as of Q3 2026.
Arcadia Investment Advisors sold 37 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $5.87K.
Vanguard Total World Stock ETF made up 0.17% of Arcadia Investment Advisors's portfolio in Q3 2026, its #36 holding.
Arcadia Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 27 quarters since.
Arcadia Investment Advisors's Vanguard Total World Stock ETF position peaked at $404K in Q2 2026.
99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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