Arcadia Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.8M | Sell |
66,226
-1,217
| -2% | -$406K | 9.61% | 1 |
|
|
2026
Q1 | $20.2M | Sell |
67,443
-1,273
| -2% | -$398K | 9.52% | 1 |
|
|
2025
Q4 | $21.6M | Sell |
68,716
-525
| -0.8% | -$164K | 10.06% | 1 |
|
|
2025
Q3 | $21.3M | Buy |
69,241
+1,057
| +2% | +$313K | 10.35% | 1 |
|
|
2025
Q2 | $19.5M | Buy |
68,184
+145
| +0.2% | +$38.2K | 10.08% | 1 |
|
|
2025
Q1 | $17.5M | Sell |
68,039
-827
| -1% | -$224K | 9.78% | 1 |
|
|
2024
Q4 | $18.6M | Sell |
68,866
-2,200
| -3% | -$596K | 10.12% | 1 |
|
|
2024
Q3 | $18.7M | Sell |
71,066
-1,525
| -2% | -$387K | 10.03% | 1 |
|
|
2024
Q2 | $18.1M | Sell |
72,591
-1,775
| -2% | -$426K | 10.29% | 1 |
|
|
2024
Q1 | $17.8M | Sell |
74,366
-1,951
| -3% | -$446K | 10.18% | 1 |
|
|
2023
Q4 | $16.6M | Sell |
76,317
-556
| -0.7% | -$114K | 10.04% | 1 |
|
|
2023
Q3 | $15M | Sell |
76,873
-867
| -1% | -$177K | 9.96% | 1 |
|
|
2023
Q2 | $15.8M | Sell |
77,740
-162
| -0.2% | -$31.1K | 10.33% | 1 |
|
|
2023
Q1 | $14.6M | Sell |
77,902
-3,487
| -4% | -$635K | 10.01% | 1 |
|
|
2022
Q4 | $14.2M | Sell |
81,389
-2,128
| -3% | -$373K | 9.9% | 1 |
|
|
2022
Q3 | $13.7M | Sell |
83,517
-65
| -0.1% | -$11.8K | 10.33% | 1 |
|
|
2022
Q2 | $14.4M | Sell |
83,582
-306
| -0.4% | -$57.4K | 10.58% | 1 |
|
|
2022
Q1 | $17.5M | Sell |
83,888
-1,463
| -2% | -$300K | 10.63% | 1 |
|
|
2021
Q4 | $18.9M | Sell |
85,351
-310
| -0.4% | -$66.5K | 9.65% | 2 |
|
|
2021
Q3 | $17.2M | Sell |
85,661
-248
| -0.3% | -$51.3K | 9.28% | 2 |
|
|
2021
Q2 | $17.2M | Sell |
85,909
-24
| -0% | -$4.68K | 9.21% | 2 |
|
|
2021
Q1 | $15.9M | Sell |
85,933
-29
| -0% | -$5.25K | 8.75% | 2 |
|
|
2020
Q4 | $15.1M | Sell |
85,962
-123
| -0.1% | -$20.4K | 8.62% | 2 |
|
|
2020
Q3 | $13.5M | Sell |
86,085
-270
| -0.3% | -$41.6K | 8.6% | 2 |
|
|
2020
Q2 | $12.3M | Sell |
86,355
-125
| -0.1% | -$16.9K | 8.38% | 2 |
|
|
2020
Q1 | $10.2M | Sell |
86,480
-1,363
| -2% | -$191K | 8.13% | 2 |
|
|
2019
Q4 | $13M | Sell |
87,843
-7,763
| -8% | -$1.1M | 8.53% | 2 |
|
|
2019
Q3 | $13M | Sell |
95,606
-736
| -0.8% | -$99.9K | 8.79% | 2 |
|
|
2019
Q2 | $13M | Sell |
96,342
-425
| -0.4% | -$56.2K | 8.81% | 2 |
|
|
2019
Q1 | $12.6M | Sell |
96,767
-242
| -0.2% | -$30.3K | 9.46% | 2 |
|
|
2018
Q4 | $11.1M | Sell |
97,009
-796
| -0.8% | -$98.6K | 9.79% | 2 |
|
|
2018
Q3 | $13.1M | Sell |
97,805
-3,323
| -3% | -$435K | 10.15% | 2 |
|
|
2018
Q2 | $12.6M | Sell |
101,128
-1,015
| -1% | -$126K | 9.99% | 2 |
|
|
2018
Q1 | $12.4M | Sell |
102,143
-3,488
| -3% | -$438K | 10.6% | 2 |
|
|
2017
Q4 | $12.9M | Buy |
+105,631
| New | +$12.6M | 11.05% | 2 |
|
Other funds holding VV
NMIFOAC
JFGLC
Arcadia Investment Advisors's VV Position: Q2 2026 in Review
Arcadia Investment Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.8% in Q2 2026, selling an estimated $406K and leaving 66,226 shares worth $22.8M. The position accounts for 9.61% of the portfolio, ranked #1.
Arcadia Investment Advisors first reported a position in VV in Q4 2017 and has held it in 35 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- Arcadia Investment Advisors held 66,226 shares of Vanguard Morningstar Large-Cap ETF worth $22.8M as of Q2 2026.
- Arcadia Investment Advisors sold 1,217 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $406K.
- Vanguard Morningstar Large-Cap ETF made up 9.61% of Arcadia Investment Advisors's portfolio in Q2 2026, its #1 holding.
- Arcadia Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.