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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
Q3 		$22.3M Buy
315,423
+268,066
+566% +$19.2M 11.56% 2
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Upper Left Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 566% in Q3 2026, buying an estimated $19.2M and bringing the position to 315,423 shares worth $22.3M. The position accounts for 11.56% of the portfolio, ranked #2.

Upper Left Wealth Management first reported a position in VEA in Q4 2021 and has held it in 20 quarters since. 696 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Upper Left Wealth Management held 315,423 shares of Vanguard FTSE Developed Markets ETF worth $22.3M as of Q3 2026.
  • Upper Left Wealth Management bought 268,066 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $19.2M.
  • Vanguard FTSE Developed Markets ETF made up 11.56% of Upper Left Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Upper Left Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

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