Ownership history in Arcadia Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Arcadia Wealth Management, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 27,675 | +3,001 | +12.2% | 2.66% | $7.1M | $257.95 |
| 2025 Q3 | REDUCED | 24,674 | -1,813 | -6.8% | 2.49% | $6.3M | $253.38 |
| 2025 Q2 | ADDED | 26,487 | +2,650 | +11.1% | 2.74% | $6.3M | $235.40 |
| 2025 Q1 | REDUCED | 23,837 | -1,150 | -4.6% | 2.61% | $5.3M | $219.54 |
| 2024 Q4 | ADDED | 24,987 | +1,012 | +4.2% | 3.04% | $6.0M | $236.92 |
| 2024 Q3 | ADDED | 23,975 | +1,550 | +6.9% | 2.99% | $5.7M | $233.03 |
| 2024 Q2 | ADDED | 22,425 | +2,240 | +11.1% | 2.79% | $4.9M | $213.56 |
| 2024 Q1 | ADDED | 20,185 | +1,397 | +7.4% | 2.84% | $4.6M | $223.02 |
| 2023 Q4 | ADDED | 18,788 | +1,135 | +6.4% | 2.78% | $4.0M | $207.51 |
| 2023 Q3 | ADDED | 17,653 | +1,018 | +6.1% | 2.60% | $3.3M | $182.97 |
As of 2025 Q4 — sorted by position size