Arcadia Wealth Management (New Hampshire)’s Vanguard Morningstar 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Arcadia Wealth Management (New Hampshire) reduced its Vanguard Morningstar 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. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 472,892 shares of Vanguard Morningstar Growth ETF worth $40.7M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) sold 4,330 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $364K.
Vanguard Morningstar 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 Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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