Fingerlakes Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1910248
ITHACA, NY
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$661,086
+$20,855 QoQ
Shares Held
2,524
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $661,086 | 2,524 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $640,231 | 2,482 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $660,619 | 2,598 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $620,176 | 2,617 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $577,880 | 2,606 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $659,088 | 2,743 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $651,141 | 2,745 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $616,181 | 2,826 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $656,510 | 2,872 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $610,977 | 2,864 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $540,362 | 2,858 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $603,034 | 3,032 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $572,471 | 3,020 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $552,088 | 3,008 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $513,755 | 3,006 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $544,532 | 3,092 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $663,912 | 3,124 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $698,370 | 3,090 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||