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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fingerlakes Wealth Management's VOO Position: Q1 2026 in Review

Fingerlakes Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.6% in Q1 2026, buying an estimated $70K and bringing the position to 2,113 shares worth $1.26M. The position accounts for 0.84% of the portfolio, ranked #34.

Fingerlakes Wealth Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Fingerlakes Wealth Management held 2,113 shares of Vanguard S&P 500 ETF worth $1.26M as of Q1 2026.
Fingerlakes Wealth Management bought 112 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $70K.
Vanguard S&P 500 ETF made up 0.84% of Fingerlakes Wealth Management's portfolio in Q1 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 18 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.