Upper Left Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Upper Left Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32M	Sell	4,630 -126	-3%	-$37.5K	0.68%	30
2026 Q2	$1.44M	Buy	4,756 +517	+12%	+$148K	0.8%	31
2026 Q1	$1.11M	Sell	4,239 -314	-7%	-$85K	0.66%	33
2025 Q4	$1.17M	Sell	4,553 -232	-5%	-$59.4K	0.72%	33
2025 Q3	$1.22M	Sell	4,785 -497	-9%	-$123K	0.76%	32
2025 Q2	$1.25M	Sell	5,282 -625	-11%	-$139K	0.84%	32
2025 Q1	$1.31M	Sell	5,907 -529	-8%	-$126K	0.94%	30
2024 Q4	$1.55M	Buy	6,436 +187	+3%	+$46K	1.32%	25
2024 Q3	$1.46M	Buy	6,249 +540	+9%	+$123K	1.28%	25
2024 Q2	$1.24M	Buy	5,709 +201	+4%	+$44.1K	1.12%	28
2024 Q1	$1.26M	Sell	5,508 -542	-9%	-$117K	1.17%	26
2023 Q4	$1.29M	Buy	6,050 +4,787	+379%	+$922K	1.26%	25
2023 Q3	$239K	Sell	1,263 -63	-5%	-$12.6K	0.25%	58
2023 Q2	$264K	Buy	1,326 +11	+0.8%	+$2.08K	0.29%	52
2023 Q1	$249K	Buy	+1,315	New	+$255K	0.28%	53
2022 Q2	–	Sell	-1,006	Closed	-$216K	–	55
2022 Q1	$216K	Buy	+1,006	New	+$212K	0.22%	51

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Upper Left Wealth Management's VB Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q3 2026, selling an estimated $37.5K and leaving 4,630 shares worth $1.32M. The position accounts for 0.68% of the portfolio, ranked #30.

Upper Left Wealth Management first reported a position in VB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q4 2024. 564 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Upper Left Wealth Management held 4,630 shares of Vanguard Morningstar Small-Cap ETF worth $1.32M as of Q3 2026.
Upper Left Wealth Management sold 126 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $37.5K.
Vanguard Morningstar Small-Cap ETF made up 0.68% of Upper Left Wealth Management's portfolio in Q3 2026, its #30 holding.
Upper Left Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
Upper Left Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.55M in Q4 2024.
564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.