Fingerlakes Wealth Management
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Fingerlakes Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Fingerlakes Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.15M Sell
13,627
-308
-2% -$48.8K 1.15% 28
2026
Q2 		$2.19M Sell
13,935
-7
-0.1% -$1.07K 1.18% 28
2026
Q1 		$1.93M Sell
13,942
-52
-0.4% -$7.48K 1.28% 27
2025
Q4 		$1.97M Sell
13,994
-1
-0% -$140 1.25% 27
2025
Q3 		$1.93M Sell
13,995
-35
-0.2% -$4.65K 1.26% 27
2025
Q2 		$1.8M Buy
14,030
+66
+0.5% +$7.89K 1.35% 25
2025
Q1 		$1.62M Sell
13,964
-267
-2% -$31.9K 1.38% 26
2024
Q4 		$1.67M Sell
14,231
-203
-1% -$24.4K 1.35% 26
2024
Q3 		$1.73M Sell
14,434
-152
-1% -$17.5K 1.44% 25
2024
Q2 		$1.64M Buy
14,586
+55
+0.4% +$6.06K 1.47% 23
2024
Q1 		$1.61M Sell
14,531
-34
-0.2% -$3.6K 1.55% 22
2023
Q4 		$1.5M Buy
14,565
+80
+0.6% +$7.7K 1.61% 21
2023
Q3 		$1.35M Buy
14,485
+69
+0.5% +$6.7K 1.65% 21
2023
Q2 		$1.4M Sell
14,416
-8
-0.1% -$750 1.6% 18
2023
Q1 		$1.33M Sell
14,424
-54
-0.4% -$4.89K 1.66% 17
2022
Q4 		$1.25M Buy
14,478
+64
+0.4% +$5.47K 1.72% 18
2022
Q3 		$1.14M Buy
14,414
+25
+0.2% +$2.2K 1.66% 20
2022
Q2 		$1.23M Buy
14,389
+71
+0.5% +$6.56K 1.68% 17
2022
Q1 		$1.45M Buy
14,318
+195
+1% +$19.8K 1.7% 15
2021
Q4 		$1.52M Buy
+14,123
New +$1.5M 1.71% 16

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fingerlakes Wealth Management's VT Position: Q3 2026 in Review

Fingerlakes Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 2.2% in Q3 2026, selling an estimated $48.8K and leaving 13,627 shares worth $2.15M. The position accounts for 1.15% of the portfolio, ranked #28.

Fingerlakes Wealth Management first reported a position in VT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.19M in Q2 2026. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Fingerlakes Wealth Management held 13,627 shares of Vanguard Total World Stock ETF worth $2.15M as of Q3 2026.
  • Fingerlakes Wealth Management sold 308 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $48.8K.
  • Vanguard Total World Stock ETF made up 1.15% of Fingerlakes Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 20 quarters since.
  • Fingerlakes Wealth Management's Vanguard Total World Stock ETF position peaked at $2.19M in Q2 2026.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.