FWM
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Fingerlakes Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fingerlakes Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46M Sell
14,751
-110
-0.7% -$39.3K 2.94% 9
2026
Q1 		$4.77M Sell
14,861
-84
-0.6% -$28.2K 3.16% 8
2025
Q4 		$5.01M Buy
14,945
+225
+2% +$74.9K 3.19% 8
2025
Q3 		$4.83M Sell
14,720
-66
-0.4% -$20.8K 3.15% 8
2025
Q2 		$4.49M Sell
14,786
-163
-1% -$45.8K 3.35% 8
2025
Q1 		$4.11M Sell
14,949
-108
-0.7% -$31.4K 3.49% 7
2024
Q4 		$4.36M Sell
15,057
-164
-1% -$47.9K 3.52% 5
2024
Q3 		$4.31M Buy
15,221
+17
+0.1% +$4.64K 3.58% 5
2024
Q2 		$4.07M Sell
15,204
-149
-1% -$38.6K 3.65% 5
2024
Q1 		$3.99M Buy
15,353
+166
+1% +$41.1K 3.85% 5
2023
Q4 		$3.6M Buy
15,187
+61
+0.4% +$13.5K 3.87% 5
2023
Q3 		$3.21M Buy
15,126
+103
+0.7% +$22.8K 3.93% 5
2023
Q2 		$3.31M Buy
15,023
+105
+0.7% +$21.9K 3.79% 5
2023
Q1 		$3.04M Buy
14,918
+57
+0.4% +$11.4K 3.79% 5
2022
Q4 		$2.84M Sell
14,861
-22
-0.1% -$4.24K 3.91% 4
2022
Q3 		$2.67M Buy
14,883
+202
+1% +$40.3K 3.9% 4
2022
Q2 		$2.77M Buy
14,681
+245
+2% +$50.3K 3.79% 4
2022
Q1 		$3.29M Sell
14,436
-51
-0.4% -$11.5K 3.84% 4
2021
Q4 		$3.49M Buy
+14,487
New +$3.42M 3.93% 4

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Fingerlakes Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.74% in Q2 2026, selling an estimated $39.3K and leaving 14,751 shares worth $5.46M. The position accounts for 2.94% of the portfolio, ranked #9.

Fingerlakes Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fingerlakes Wealth Management held 14,751 shares of Vanguard Total Stock Market ETF worth $5.46M as of Q2 2026.
  • Fingerlakes Wealth Management sold 110 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $39.3K.
  • Vanguard Total Stock Market ETF made up 2.94% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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