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Arcadia Wealth Management (New Hampshire)’s Vanguard S&P 500 ETF VOO Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
2026
Q2 		$4.37M Sell
6,360
-929
-13% -$619K 1.37% 19
2026
Q1 		$4.36M Buy
7,289
+298
+4% +$186K 1.58% 19
2025
Q4 		$4.38M Buy
6,991
+26
+0.4% +$16.2K 1.63% 16
2025
Q3 		$4.27M Buy
6,965
+879
+14% +$518K 1.69% 17
2025
Q2 		$3.46M Buy
6,086
+869
+17% +$457K 1.51% 17
2025
Q1 		$2.68M Sell
5,217
-415
-7% -$224K 1.32% 18
2024
Q4 		$3.03M Buy
5,632
+12
+0.2% +$6.5K 1.54% 16
2024
Q3 		$2.97M Buy
5,620
+218
+4% +$111K 1.56% 16
2024
Q2 		$2.7M Sell
5,402
-303
-5% -$146K 1.54% 18
2024
Q1 		$2.7M Sell
5,705
-258
-4% -$118K 1.66% 16
2023
Q4 		$2.6M Sell
5,963
-2,209
-27% -$904K 1.81% 14
2023
Q3 		$3.21M Sell
8,172
-3,859
-32% -$1.58M 2.5% 12
2023
Q2 		$4.9M Sell
12,031
-38,890
-76% -$15M 3.62% 8
2023
Q1 		$19.2M Sell
50,921
-825
-2% -$303K 15.89% 1
2022
Q4 		$18.2M Buy
+51,746
New +$18.3M 15.96% 1

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s VOO Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $619K and leaving 6,360 shares worth $4.37M. The position accounts for 1.37% of the portfolio, ranked #19.

Arcadia Wealth Management (New Hampshire) first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.2M in Q1 2023. 1,619 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 6,360 shares of Vanguard S&P 500 ETF worth $4.37M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) sold 929 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $619K.
  • Vanguard S&P 500 ETF made up 1.37% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #19 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s Vanguard S&P 500 ETF position peaked at $19.2M in Q1 2023.
  • 1,619 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.