Fingerlakes Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Fingerlakes Wealth Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Sell	33,298 -94	-0.3%	-$7.29K	1.44%	23
2026 Q1	$2.4M	Sell	33,392 -160	-0.5%	-$11.9K	1.59%	20
2025 Q4	$2.43M	Buy	33,552 +24	+0.1%	+$1.75K	1.55%	21
2025 Q3	$2.46M	Sell	33,528 -332	-1%	-$23.8K	1.61%	19
2025 Q2	$2.37M	Sell	33,860 -948	-3%	-$62.2K	1.77%	18
2025 Q1	$2.25M	Sell	34,808 -408	-1%	-$27.4K	1.91%	15
2024 Q4	$2.33M	Sell	35,216 -220	-0.6%	-$14.9K	1.88%	17
2024 Q3	$2.34M	Buy	35,436 +116	+0.3%	+$7.28K	1.94%	15
2024 Q2	$2.14M	Sell	35,320 -124	-0.3%	-$7.54K	1.92%	18
2024 Q1	$2.21M	Buy	35,444 +976	+3%	+$57.7K	2.14%	14
2023 Q4	$2M	Buy	34,468 +172	+0.5%	+$9.19K	2.15%	13
2023 Q3	$1.79M	Buy	34,296 +232	+0.7%	+$12.7K	2.18%	12
2023 Q2	$1.87M	Sell	34,064 -164	-0.5%	-$8.6K	2.15%	11
2023 Q1	$1.8M	Buy	34,228 +324	+1%	+$17.2K	2.25%	10
2022 Q4	$1.73M	Sell	33,904 -80	-0.2%	-$4.08K	2.38%	9
2022 Q3	$1.6M	Sell	33,984 -360	-1%	-$18.8K	2.33%	10
2022 Q2	$1.69M	Buy	34,344 +940	+3%	+$50.8K	2.31%	10
2022 Q1	$1.99M	Sell	33,404 -4	-0%	-$235	2.32%	10
2021 Q4	$2.13M	Buy	+33,408	New	+$2.09M	2.4%	8

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Fingerlakes Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.28% in Q2 2026, selling an estimated $7.29K and leaving 33,298 shares worth $2.68M. The position accounts for 1.44% of the portfolio, ranked #23.

Fingerlakes Wealth Management first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Fingerlakes Wealth Management held 33,298 shares of Vanguard Morningstar Mid-Cap ETF worth $2.68M as of Q2 2026.
Fingerlakes Wealth Management sold 94 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.29K.
Vanguard Morningstar Mid-Cap ETF made up 1.44% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #23 holding.
Fingerlakes Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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