Arcadia Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.13K	Hold	16	–	–	﹤0.01%	221
2025 Q4	$5.37K	Sell	16 -169	-91%	-$56.2K	﹤0.01%	230
2025 Q3	$60.7K	Hold	185	–	–	0.01%	177
2025 Q2	$56.2K	Hold	185	–	–	0.01%	181
2025 Q1	$50.8K	Hold	185	–	–	0.01%	201
2024 Q4	$53.6K	Hold	185	–	–	0.01%	215
2024 Q3	$52.4K	Hold	185	–	–	0.01%	183
2024 Q2	$49.5K	Hold	185	–	–	0.01%	203
2024 Q1	$48.1K	Buy	185 +169	+1,056%	+$41.8K	0.01%	209
2023 Q4	$3.8K	Hold	16	–	–	﹤0.01%	299
2023 Q3	$3.4K	Hold	16	–	–	﹤0.01%	306
2023 Q2	$3.52K	Hold	16	–	–	﹤0.01%	323
2023 Q1	$3.27K	Buy	+16	New	+$3.2K	﹤0.01%	330
2020 Q3	–	Sell	-50	Closed	-$8K	–	284
2020 Q2	$8K	Sell	50 -45	-47%	-$6.64K	﹤0.01%	249
2020 Q1	$12K	Hold	95	–	–	﹤0.01%	262
2019 Q4	$16K	Sell	95 -20	-17%	-$3.13K	﹤0.01%	254
2019 Q3	$17K	Sell	115 -60	-34%	-$9.04K	﹤0.01%	259
2019 Q2	$26K	Hold	175	–	–	0.01%	251
2019 Q1	$25K	Sell	175 -60	-26%	-$8.37K	0.01%	240
2018 Q4	$30K	Sell	235 -75	-24%	-$10.4K	0.01%	213
2018 Q3	$46K	Sell	310 -10	-3%	-$1.47K	0.01%	230
2018 Q2	$45K	Hold	320	–	–	0.01%	238
2018 Q1	$43K	Hold	320	–	–	0.01%	238
2017 Q4	$44K	Hold	320	–	–	0.01%	236
2017 Q3	$41K	Hold	320	–	–	0.01%	238
2017 Q2	$40K	Hold	320	–	–	0.01%	241
2017 Q1	$39K	Hold	320	–	–	0.01%	240
2016 Q4	$37K	Hold	320	–	–	0.01%	226
2016 Q3	$36K	Hold	320	–	–	0.01%	221
2016 Q2	$34K	Hold	320	–	–	0.01%	246
2016 Q1	$34K	Hold	320	–	–	0.01%	188
2015 Q4	$33K	Hold	320	–	–	0.01%	191
2015 Q3	$31K	Hold	320	–	–	0.01%	159
2015 Q2	$34K	Buy	+320	New	+$34.9K	0.01%	175

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Arcadia Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 16 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Arcadia Investment Management first reported a position in VTI in Q2 2015 and has held it in 34 quarters since. The position peaked at $60.7K in Q3 2025. 3,587 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Arcadia Investment Management held 16 shares of Vanguard Morningstar Total Stock Market ETF worth $5.13K as of Q1 2026.
Arcadia Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #221 holding.
Arcadia Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2015 and has held it in 34 quarters since.
Arcadia Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $60.7K in Q3 2025.
3,587 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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