ULWM
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Upper Left Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Upper Left Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Buy
47,357
+2,181
+5% +$152K 1.87% 24
2026
Q1 		$2.89M Buy
45,176
+1,190
+3% +$78.5K 1.71% 25
2025
Q4 		$2.75M Buy
43,986
+736
+2% +$45.1K 1.67% 25
2025
Q3 		$2.59M Buy
43,250
+187
+0.4% +$10.9K 1.63% 25
2025
Q2 		$2.46M Sell
43,063
-1,771
-4% -$94.9K 1.64% 25
2025
Q1 		$2.28M Buy
44,834
+8,721
+24% +$441K 1.63% 25
2024
Q4 		$1.73M Buy
36,113
+586
+2% +$29.4K 1.48% 23
2024
Q3 		$1.86M Buy
35,527
+5,603
+19% +$285K 1.63% 23
2024
Q2 		$1.48M Buy
29,924
+3,311
+12% +$165K 1.34% 22
2024
Q1 		$1.34M Buy
26,613
+6,037
+29% +$292K 1.24% 23
2023
Q4 		$986K Buy
20,576
+3,221
+19% +$144K 0.97% 30
2023
Q3 		$759K Sell
17,355
-820
-5% -$37.5K 0.79% 30
2023
Q2 		$839K Sell
18,175
-500
-3% -$23K 0.93% 30
2023
Q1 		$844K Buy
18,675
+612
+3% +$27.3K 0.96% 29
2022
Q4 		$758K Sell
18,063
-8,472
-32% -$343K 0.9% 31
2022
Q3 		$987K Buy
26,535
+7,357
+38% +$300K 1.28% 26
2022
Q2 		$782K Buy
19,178
+2,626
+16% +$117K 0.91% 31
2022
Q1 		$802K Sell
16,552
-1,450
-8% -$70.6K 0.83% 31
2021
Q4 		$927K Buy
+18,002
New +$924K 0.93% 26

Other funds holding VEA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B 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

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

Upper Left Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.8% in Q2 2026, buying an estimated $152K and bringing the position to 47,357 shares worth $3.37M. The position accounts for 1.87% of the portfolio, ranked #24.

Upper Left Wealth Management first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 604 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Upper Left Wealth Management held 47,357 shares of Vanguard FTSE Developed Markets ETF worth $3.37M as of Q2 2026.
  • Upper Left Wealth Management bought 2,181 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $152K.
  • Vanguard FTSE Developed Markets ETF made up 1.87% of Upper Left Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Upper Left Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 604 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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