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Vanguard Small-Cap Value ETF shares owned by Fingerlakes Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Fingerlakes Wealth Management from 13F filings

Historical chart of Fingerlakes Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Fingerlakes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Fingerlakes Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 877 242.88

More positions owned by Fingerlakes Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds St Str Msci Wld (QWLD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)
Applied Materials (AMAT)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Microsoft Corporation (MSFT)

View all positions for Fingerlakes Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF