Arcadia Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.1K	Sell	700 -400	-36%	-$41.7K	0.01%	160
2025 Q4	$109K	Hold	1,100	–	–	0.02%	147
2025 Q3	$108K	Hold	1,100	–	–	0.02%	151
2025 Q2	$95.9K	Sell	1,100 -300	-21%	-$24.4K	0.02%	158
2025 Q1	$113K	Hold	1,400	–	–	0.02%	150
2024 Q4	$125K	Hold	1,400	–	–	0.02%	151
2024 Q3	$125K	Hold	1,400	–	–	0.02%	146
2024 Q2	$115K	Hold	1,400	–	–	0.02%	148
2024 Q1	$119K	Hold	1,400	–	–	0.02%	148
2023 Q4	$114K	Hold	1,400	–	–	0.02%	154
2023 Q3	$100K	Hold	1,400	–	–	0.02%	157
2023 Q2	$106K	Hold	1,400	–	–	0.02%	161
2023 Q1	$101K	Hold	1,400	–	–	0.02%	174
2022 Q4	$98.5K	Hold	1,400	–	–	0.02%	175
2022 Q3	$93K	Hold	1,400	–	–	0.02%	152
2022 Q2	$96K	Hold	1,400	–	–	0.02%	160
2022 Q1	$116K	Hold	1,400	–	–	0.02%	158
2021 Q4	$126K	Hold	1,400	–	–	0.02%	164
2021 Q3	$124K	Hold	1,400	–	–	0.02%	154
2021 Q2	$130K	Hold	1,400	–	–	0.02%	153
2021 Q1	$125K	Hold	1,400	–	–	0.03%	151
2020 Q4	$111K	Hold	1,400	–	–	0.02%	142
2020 Q3	$85K	Hold	1,400	–	–	0.02%	158
2020 Q2	$81K	Hold	1,400	–	–	0.02%	151
2020 Q1	$65K	Hold	1,400	–	–	0.02%	165
2019 Q4	$93K	Hold	1,400	–	–	0.02%	160
2019 Q3	$85K	Hold	1,400	–	–	0.02%	164
2019 Q2	$87K	Hold	1,400	–	–	0.02%	166
2019 Q1	$86K	Hold	1,400	–	–	0.02%	158
2018 Q4	$75K	Buy	+1,400	New	+$83.9K	0.03%	155

Other funds holding VTWO

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

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

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Arcadia Investment Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 36% in Q1 2026, selling an estimated $41.7K and leaving 700 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #160.

Arcadia Investment Management first reported a position in VTWO in Q4 2018 and has held it in 30 quarters since. The position peaked at $130K in Q2 2021. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Arcadia Investment Management held 700 shares of Vanguard Russell 2000 ETF worth $70.1K as of Q1 2026.
Arcadia Investment Management sold 400 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $41.7K.
Vanguard Russell 2000 ETF made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #160 holding.
Arcadia Investment Management first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
Arcadia Investment Management's Vanguard Russell 2000 ETF position peaked at $130K in Q2 2021.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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