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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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Arcadia Investment Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,572 shares worth $404K. 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 26 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Arcadia Investment Advisors held 2,572 shares of Vanguard Total World Stock ETF worth $404K as of Q2 2026.
  • Arcadia Investment Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.17% of Arcadia Investment Advisors's portfolio in Q2 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 26 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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