FWM
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Fingerlakes Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Fingerlakes Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Buy
10,128
+657
+7% +$190K 1.67% 19
2026
Q1 		$2.44M Buy
9,471
+3
+0% +$823 1.62% 19
2025
Q4 		$2.64M Sell
9,468
-188
-2% -$53.8K 1.68% 16
2025
Q3 		$2.84M Buy
9,656
+229
+2% +$66.1K 1.85% 15
2025
Q2 		$2.68M Buy
9,427
+16
+0.2% +$4.13K 2% 13
2025
Q1 		$2.3M Sell
9,411
-257
-3% -$66.8K 1.96% 14
2024
Q4 		$2.45M Buy
9,668
+126
+1% +$32.4K 1.98% 14
2024
Q3 		$2.32M Sell
9,542
-71
-0.7% -$16.5K 1.93% 17
2024
Q2 		$2.21M Buy
9,613
+840
+10% +$193K 1.98% 16
2024
Q1 		$2.07M Buy
8,773
+429
+5% +$96.1K 2% 17
2023
Q4 		$1.83M Buy
8,344
+431
+5% +$86.2K 1.97% 15
2023
Q3 		$1.54M Buy
7,913
+53
+0.7% +$10.8K 1.88% 16
2023
Q2 		$1.62M Buy
7,860
+125
+2% +$24.2K 1.85% 16
2023
Q1 		$1.51M Buy
7,735
+632
+9% +$121K 1.88% 14
2022
Q4 		$1.28M Sell
7,103
-246
-3% -$44.6K 1.76% 17
2022
Q3 		$1.25M Buy
7,349
+735
+11% +$139K 1.83% 15
2022
Q2 		$1.16M Buy
6,614
+872
+15% +$169K 1.59% 19
2022
Q1 		$1.28M Buy
5,742
+272
+5% +$60K 1.5% 18
2021
Q4 		$1.4M Buy
+5,470
New +$1.38M 1.57% 18

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 6.9% in Q2 2026, buying an estimated $190K and bringing the position to 10,128 shares worth $3.1M. The position accounts for 1.67% of the portfolio, ranked #19.

Fingerlakes Wealth Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Fingerlakes Wealth Management held 10,128 shares of Vanguard Mid-Cap Growth ETF worth $3.1M as of Q2 2026.
  • Fingerlakes Wealth Management bought 657 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $190K.
  • Vanguard Mid-Cap Growth ETF made up 1.67% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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