FWM
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Fingerlakes Wealth Management’s Vanguard 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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Fingerlakes Wealth Management reduced its Vanguard 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. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Fingerlakes Wealth Management held 33,298 shares of Vanguard Mid-Cap ETF worth $2.68M as of Q2 2026.
  • Fingerlakes Wealth Management sold 94 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $7.29K.
  • Vanguard 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 Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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