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

Fingerlakes Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
+877
New +$204K 0.11% 94

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

Fingerlakes Wealth Management opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 877 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #94 among its holdings.

642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Fingerlakes Wealth Management held 877 shares of Vanguard Small-Cap Value ETF worth $213K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Fingerlakes Wealth Management position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.11% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #94 holding.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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