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Fingerlakes Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Fingerlakes Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$767K Buy
2,530
+6
+0.2% +$1.72K 0.41% 54
2026
Q1 		$661K Buy
2,524
+42
+2% +$11.4K 0.44% 51
2025
Q4 		$640K Sell
2,482
-116
-4% -$29.7K 0.41% 50
2025
Q3 		$661K Sell
2,598
-19
-0.7% -$4.71K 0.43% 50
2025
Q2 		$620K Buy
2,617
+11
+0.4% +$2.45K 0.46% 49
2025
Q1 		$578K Sell
2,606
-137
-5% -$32.7K 0.49% 47
2024
Q4 		$659K Sell
2,743
-2
-0.1% -$492 0.53% 44
2024
Q3 		$651K Sell
2,745
-81
-3% -$18.4K 0.54% 47
2024
Q2 		$616K Sell
2,826
-46
-2% -$10.1K 0.55% 47
2024
Q1 		$657K Buy
2,872
+8
+0.3% +$1.72K 0.63% 41
2023
Q4 		$611K Buy
2,864
+6
+0.2% +$1.16K 0.66% 41
2023
Q3 		$540K Sell
2,858
-174
-6% -$34.7K 0.66% 42
2023
Q2 		$603K Buy
3,032
+12
+0.4% +$2.27K 0.69% 38
2023
Q1 		$573K Buy
3,020
+12
+0.4% +$2.33K 0.71% 38
2022
Q4 		$552K Buy
3,008
+2
+0.1% +$371 0.76% 38
2022
Q3 		$514K Sell
3,006
-86
-3% -$16.2K 0.75% 37
2022
Q2 		$544K Sell
3,092
-32
-1% -$6.18K 0.74% 38
2022
Q1 		$664K Buy
3,124
+34
+1% +$7.16K 0.78% 36
2021
Q4 		$705K Buy
+3,090
New +$702K 0.79% 36

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Fingerlakes Wealth Management's VB Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.24% in Q2 2026, buying an estimated $1.72K and bringing the position to 2,530 shares worth $767K. The position accounts for 0.41% of the portfolio, ranked #54.

Fingerlakes Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Fingerlakes Wealth Management held 2,530 shares of Vanguard Small-Cap ETF worth $767K as of Q2 2026.
  • Fingerlakes Wealth Management bought 6 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.72K.
  • Vanguard Small-Cap ETF made up 0.41% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.