FWM
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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
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% +$6.07K 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 		$1.51M Buy
+14,123
New +$1.5M 1.71% 16

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

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

Fingerlakes Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.05% in Q2 2026, selling an estimated $1.07K and leaving 13,935 shares worth $2.19M. The position accounts for 1.18% of the portfolio, ranked #28.

Fingerlakes Wealth Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Fingerlakes Wealth Management held 13,935 shares of Vanguard Total World Stock ETF worth $2.19M as of Q2 2026.
  • Fingerlakes Wealth Management sold 7 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Total World Stock ETF made up 1.18% of Fingerlakes Wealth Management's portfolio in Q2 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 19 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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