Arcadia Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Arcadia Investment Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-301	Closed	-$155K	–	275
2025 Q1	$155K	Hold	301	–	–	0.03%	134
2024 Q4	$162K	Hold	301	–	–	0.03%	132
2024 Q3	$159K	Hold	301	–	–	0.03%	135
2024 Q2	$150K	Hold	301	–	–	0.03%	135
2024 Q1	$145K	Sell	301 -200	-40%	-$91.5K	0.03%	140
2023 Q4	$219K	Hold	501	–	–	0.04%	122
2023 Q3	$197K	Sell	501 -186	-27%	-$76.1K	0.04%	125
2023 Q2	$280K	Hold	687	–	–	0.06%	114
2023 Q1	$258K	Hold	687	–	–	0.06%	117
2022 Q4	$241K	Hold	687	–	–	0.06%	115
2022 Q3	$225K	Hold	687	–	–	0.05%	119
2022 Q2	$238K	Hold	687	–	–	0.05%	124
2022 Q1	$285K	Hold	687	–	–	0.05%	122
2021 Q4	$300K	Hold	687	–	–	0.05%	122
2021 Q3	$271K	Hold	687	–	–	0.05%	123
2021 Q2	$270K	Sell	687 -189	-22%	-$72.5K	0.05%	121
2021 Q1	$319K	Buy	876 +114	+15%	+$40.4K	0.06%	114
2020 Q4	$262K	Hold	762	–	–	0.05%	109
2020 Q3	$234K	Hold	762	–	–	0.05%	111
2020 Q2	$216K	Hold	762	–	–	0.05%	108
2020 Q1	$180K	Hold	762	–	–	0.05%	118
2019 Q4	$225K	Buy	762 +4	+0.5%	+$1.13K	0.06%	116
2019 Q3	$207K	Buy	758 +4	+0.5%	+$1.09K	0.06%	119
2019 Q2	$203K	Hold	754	–	–	0.06%	116
2019 Q1	$196K	Buy	754 +4	+0.5%	+$999	0.06%	114
2018 Q4	$172K	Buy	+750	New	+$186K	0.06%	115

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Arcadia Investment Management's VOO Position: Q2 2025 in Review

Arcadia Investment Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 301 shares — an estimated $155K sold.

Arcadia Investment Management first reported a position in VOO in Q4 2018 and held it in 26 quarters. The position peaked at $319K in Q1 2021. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Arcadia Investment Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Arcadia Investment Management sold 301 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $155K.
Arcadia Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 26 quarters.
Arcadia Investment Management's Vanguard S&P 500 ETF position peaked at $319K in Q1 2021.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Arcadia Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.