VUG — VANGUARD INDEX FDS

Ownership history in Arcadia Wealth Management, LLC  ·  11 quarters on record

AI Ownership Summary

Arcadia Wealth Management, LLC reported VANGUARD INDEX FDS (VUG) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 14.07% in 2025 Q2. The latest visible filing shows VUG at 13.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arcadia Wealth Management, LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VUG was reported at 13.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.07% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VUG stock page Arcadia Wealth Management, LLC fund profile Arcadia Wealth Management, LLC full holdings
How Arcadia Wealth Management, LLC held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 75,435 +7,128 +10.4% 13.69% $36.8M 2026-02-14 (Est.) $457.98
2025 Q3 REDUCED 68,307 -5,124 -7.0% 13.00% $32.8M 2025-11-12 $492.97
2025 Q2 ADDED 73,431 +6,609 +9.9% 14.07% $32.2M 2025-07-18 $447.46
2025 Q1 ADDED 66,822 +354 +0.5% 12.23% $24.8M 2025-05-05 $385.88
2024 Q4 ADDED 66,468 +1,667 +2.6% 13.81% $27.3M 2025-01-23 $424.15
2024 Q3 ADDED 64,801 +4,636 +7.7% 13.10% $24.9M 2024-11-07 $404.10
2024 Q2 ADDED 60,165 +5,170 +9.4% 12.85% $22.5M 2024-07-26 $359.19
2024 Q1 ADDED 54,995 +4,482 +8.9% 11.64% $18.9M 2024-05-08 $340.01
2023 Q4 ADDED 50,513 +4,202 +9.1% 10.91% $15.7M 2024-01-23 $318.43
2023 Q3 ADDED 46,311 +1,994 +4.5% 9.84% $12.6M 2023-11-14 $290.74
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%

FAQ About Arcadia Wealth Management, LLC and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arcadia Wealth Management, LLC reported owning VUG?

Arcadia Wealth Management, LLC reported VUG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VUG position in Arcadia Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VUG was 14.07% in 2025 Q2.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when Arcadia Wealth Management, LLC reported 75,435 shares, equal to 13.69% of portfolio, with an estimated market value of $36.8M.

What does the chart on this VUG ownership page compare?

The chart compares Arcadia Wealth Management, LLC's quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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