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

Arcadia Wealth Management (New York)’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 Q1	$253K	Hold	3,480	–	–	0.14%	46
2025 Q4	$283K	Hold	3,480	–	–	0.16%	43
2025 Q3	$278K	Hold	3,480	–	–	0.17%	44
2025 Q2	$254K	Hold	3,480	–	–	0.17%	43
2025 Q1	$215K	Hold	3,480	–	–	0.17%	43
2024 Q4	$238K	Buy	+3,480	New	+$234K	0.2%	41

Other funds holding VUG

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arcadia Wealth Management (New York)'s VUG Position: Q1 2026 in Review

Arcadia Wealth Management (New York) held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 3,480 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #46.

Arcadia Wealth Management (New York) first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Arcadia Wealth Management (New York) held 3,480 shares of Vanguard Morningstar Growth ETF worth $253K as of Q1 2026.
Arcadia Wealth Management (New York) left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.14% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #46 holding.
Arcadia Wealth Management (New York) first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
Arcadia Wealth Management (New York)'s Vanguard Morningstar Growth ETF position peaked at $283K in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.