Fingerlakes Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Buy	2,119 +6	+0.3%	+$4K	0.78%	34
2026 Q1	$1.26M	Buy	2,113 +112	+6%	+$70K	0.84%	34
2025 Q4	$1.25M	Buy	2,001 +8	+0.4%	+$4.97K	0.8%	35
2025 Q3	$1.22M	Buy	1,993 +3	+0.2%	+$1.77K	0.8%	32
2025 Q2	$1.13M	Buy	1,990 +476	+31%	+$250K	0.84%	32
2025 Q1	$778K	Buy	1,514 +44	+3%	+$23.8K	0.66%	40
2024 Q4	$792K	Buy	1,470 +7	+0.5%	+$3.79K	0.64%	41
2024 Q3	$772K	Buy	1,463 +34	+2%	+$17.3K	0.64%	41
2024 Q2	$715K	Hold	1,429	–	–	0.64%	43
2024 Q1	$687K	Buy	1,429 +571	+67%	+$261K	0.66%	40
2023 Q4	$375K	Buy	858 +7	+0.8%	+$2.87K	0.4%	62
2023 Q3	$334K	Buy	851 +3	+0.4%	+$1.23K	0.41%	62
2023 Q2	$345K	Hold	848	–	–	0.4%	67
2023 Q1	$319K	Buy	848 +99	+13%	+$36.3K	0.4%	67
2022 Q4	$263K	Buy	749 +6	+0.8%	+$2.12K	0.36%	76
2022 Q3	$244K	Buy	743 +3	+0.4%	+$1.1K	0.36%	72
2022 Q2	$257K	Hold	740	–	–	0.35%	78
2022 Q1	$307K	Buy	740 +3	+0.4%	+$1.23K	0.36%	72
2021 Q4	$321K	Buy	+737	New	+$311K	0.36%	72

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.28% in Q2 2026, buying an estimated $4K and bringing the position to 2,119 shares worth $1.46M. The position accounts for 0.78% of the portfolio, ranked #34.

Fingerlakes Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fingerlakes Wealth Management held 2,119 shares of Vanguard S&P 500 ETF worth $1.46M as of Q2 2026.
Fingerlakes Wealth Management bought 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
Vanguard S&P 500 ETF made up 0.78% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #34 holding.
Fingerlakes Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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