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Fingerlakes Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fingerlakes Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
11,819
-67
-0.6% -$5.64K 0.55% 45
2026
Q1 		$865K Buy
11,886
+66
+0.6% +$5.13K 0.57% 42
2025
Q4 		$961K Sell
11,820
-1,488
-11% -$121K 0.61% 42
2025
Q3 		$1.06M Buy
13,308
+426
+3% +$32.6K 0.69% 38
2025
Q2 		$941K Hold
12,882
– – 0.7% 37
2025
Q1 		$796K Buy
12,882
+18
+0.1% +$1.21K 0.68% 39
2024
Q4 		$880K Buy
12,864
+18
+0.1% +$1.21K 0.71% 38
2024
Q3 		$822K Sell
12,846
-66
-0.5% -$4.09K 0.68% 38
2024
Q2 		$805K Sell
12,912
-330
-2% -$19.2K 0.72% 38
2024
Q1 		$760K Buy
13,242
+18
+0.1% +$990 0.73% 37
2023
Q4 		$685K Buy
13,224
+24
+0.2% +$1.16K 0.74% 35
2023
Q3 		$599K Buy
13,200
+18
+0.1% +$850 0.73% 39
2023
Q2 		$622K Buy
13,182
+18
+0.1% +$781 0.71% 37
2023
Q1 		$547K Sell
13,164
-552
-4% -$21.5K 0.68% 40
2022
Q4 		$487K Buy
13,716
+84
+0.6% +$3.09K 0.67% 41
2022
Q3 		$486K Sell
13,632
-1,554
-10% -$62.5K 0.71% 41
2022
Q2 		$564K Buy
15,186
+24
+0.2% +$986 0.77% 37
2022
Q1 		$727K Buy
15,162
+180
+1% +$8.51K 0.85% 33
2021
Q4 		$799K Buy
+14,982
New +$780K 0.9% 33

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Fingerlakes Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.56% in Q2 2026, selling an estimated $5.64K and leaving 11,819 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #45.

Fingerlakes Wealth Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q3 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Fingerlakes Wealth Management held 11,819 shares of Vanguard Morningstar Growth ETF worth $1.02M as of Q2 2026.
  • Fingerlakes Wealth Management sold 67 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.64K.
  • Vanguard Morningstar Growth ETF made up 0.55% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.06M in Q3 2025.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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