Fingerlakes Wealth Management’s Vanguard 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Fingerlakes Wealth Management reduced its Vanguard 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. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fingerlakes Wealth Management held 11,819 shares of Vanguard Growth ETF worth $1.02M as of Q2 2026.
Fingerlakes Wealth Management sold 67 Vanguard Growth ETF shares in Q2 2026, an estimated $5.64K.
Vanguard 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 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Fingerlakes Wealth Management's Vanguard Growth ETF position peaked at $1.06M in Q3 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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