Arcadia Wealth Management (New Hampshire)’s Vanguard Growth ETF VUG Stock Holding History

Arcadia Wealth Management (New Hampshire)’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.7M	Sell	472,892 -4,330	-0.9%	-$364K	12.79%	1
2026 Q1	$34.7M	Buy	477,222 +24,612	+5%	+$1.91M	12.57%	2
2025 Q4	$36.8M	Buy	452,610 +42,768	+10%	+$3.47M	13.69%	1
2025 Q3	$32.8M	Sell	409,842 -30,744	-7%	-$2.35M	13%	1
2025 Q2	$32.2M	Buy	440,586 +39,654	+10%	+$2.61M	14.07%	1
2025 Q1	$24.8M	Buy	400,932 +2,124	+0.5%	+$143K	12.23%	2
2024 Q4	$27.3M	Buy	398,808 +10,002	+3%	+$672K	13.81%	1
2024 Q3	$24.9M	Buy	388,806 +27,816	+8%	+$1.72M	13.1%	1
2024 Q2	$22.5M	Buy	360,990 +31,020	+9%	+$1.81M	12.85%	1
2024 Q1	$18.9M	Buy	329,970 +26,892	+9%	+$1.48M	11.64%	2
2023 Q4	$15.7M	Buy	303,078 +25,212	+9%	+$1.22M	10.91%	3
2023 Q3	$12.6M	Buy	277,866 +11,964	+4%	+$565K	9.84%	3
2023 Q2	$12.5M	Buy	+265,902	New	+$11.5M	9.25%	3

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Arcadia Wealth Management (New Hampshire) reduced its Vanguard Growth ETF (VUG) stake by 0.91% in Q2 2026, selling an estimated $364K and leaving 472,892 shares worth $40.7M. The position accounts for 12.79% of the portfolio, ranked #1.

Arcadia Wealth Management (New Hampshire) first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 472,892 shares of Vanguard Growth ETF worth $40.7M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) sold 4,330 Vanguard Growth ETF shares in Q2 2026, an estimated $364K.
Vanguard Growth ETF made up 12.79% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #1 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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