Arcadia Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Hold	508	–	–	0.02%	126
2025 Q4	$142K	Hold	508	–	–	0.02%	129
2025 Q3	$149K	Hold	508	–	–	0.02%	131
2025 Q2	$144K	Hold	508	–	–	0.02%	134
2025 Q1	$124K	Hold	508	–	–	0.02%	141
2024 Q4	$129K	Hold	508	–	–	0.02%	150
2024 Q3	$124K	Hold	508	–	–	0.02%	147
2024 Q2	$117K	Hold	508	–	–	0.02%	145
2024 Q1	$120K	Hold	508	–	–	0.02%	147
2023 Q4	$112K	Hold	508	–	–	0.02%	156
2023 Q3	$98.9K	Hold	508	–	–	0.02%	159
2023 Q2	$105K	Hold	508	–	–	0.02%	162
2023 Q1	$99K	Hold	508	–	–	0.02%	177
2022 Q4	$91.3K	Sell	508 -685	-57%	-$124K	0.02%	178
2022 Q3	$203K	Hold	1,193	–	–	0.05%	123
2022 Q2	$209K	Buy	1,193 +508	+74%	+$98.3K	0.05%	129
2022 Q1	$153K	Sell	685 -3,300	-83%	-$728K	0.03%	146
2021 Q4	$1.01M	Buy	+3,985	New	+$1M	0.17%	86

Other funds holding VOT

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Arcadia Investment Management's VOT Position: Q1 2026 in Review

Arcadia Investment Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 508 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #126.

Arcadia Investment Management first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Arcadia Investment Management held 508 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $131K as of Q1 2026.
Arcadia Investment Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Arcadia Investment Management's portfolio in Q1 2026, its #126 holding.
Arcadia Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Arcadia Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.01M in Q4 2021.
1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.