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

Fingerlakes Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
3,142
+541
+21% +$184K 0.62% 42
2026
Q1 		$786K Buy
2,601
+85
+3% +$26.7K 0.52% 45
2025
Q4 		$760K Buy
2,516
+148
+6% +$44.6K 0.48% 46
2025
Q3 		$705K Buy
2,368
+138
+6% +$39.8K 0.46% 48
2025
Q2 		$618K Buy
2,230
+6
+0.3% +$1.54K 0.46% 50
2025
Q1 		$560K Sell
2,224
-35
-2% -$9.7K 0.48% 48
2024
Q4 		$633K Sell
2,259
-3
-0.1% -$848 0.51% 46
2024
Q3 		$605K Sell
2,262
-230
-9% -$58.9K 0.5% 50
2024
Q2 		$623K Buy
2,492
+68
+3% +$17K 0.56% 46
2024
Q1 		$632K Buy
2,424
+101
+4% +$24.8K 0.61% 46
2023
Q4 		$562K Sell
2,323
-104
-4% -$22.6K 0.6% 45
2023
Q3 		$520K Sell
2,427
-86
-3% -$19.5K 0.64% 45
2023
Q2 		$577K Buy
2,513
+5
+0.2% +$1.09K 0.66% 40
2023
Q1 		$543K Buy
2,508
+131
+6% +$28.3K 0.68% 42
2022
Q4 		$477K Sell
2,377
-202
-8% -$41.3K 0.66% 45
2022
Q3 		$503K Buy
2,579
+21
+0.8% +$4.51K 0.73% 39
2022
Q2 		$504K Buy
2,558
+96
+4% +$20.8K 0.69% 46
2022
Q1 		$611K Buy
2,462
+8
+0.3% +$1.97K 0.71% 42
2021
Q4 		$678K Buy
+2,454
New +$704K 0.76% 37

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 21% in Q2 2026, buying an estimated $184K and bringing the position to 3,142 shares worth $1.15M. The position accounts for 0.62% of the portfolio, ranked #42.

Fingerlakes Wealth Management first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Fingerlakes Wealth Management held 3,142 shares of Vanguard Small-Cap Growth ETF worth $1.15M as of Q2 2026.
  • Fingerlakes Wealth Management bought 541 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $184K.
  • Vanguard Small-Cap Growth ETF made up 0.62% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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