ULWM
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Upper Left Wealth Management’s Vanguard 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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Upper Left Wealth Management's VB Position: Q2 2026 in Review

Upper Left Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 12% in Q2 2026, buying an estimated $148K and bringing the position to 4,756 shares worth $1.44M. The position accounts for 0.8% of the portfolio, ranked #31.

Upper Left Wealth Management first reported a position in VB in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2024. 578 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Upper Left Wealth Management held 4,756 shares of Vanguard Small-Cap ETF worth $1.44M as of Q2 2026.
  • Upper Left Wealth Management bought 517 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $148K.
  • Vanguard Small-Cap ETF made up 0.8% of Upper Left Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Upper Left Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • Upper Left Wealth Management's Vanguard Small-Cap ETF position peaked at $1.55M in Q4 2024.
  • 578 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.