ULWM
VEU icon

Upper Left Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Upper Left Wealth Management’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$945K Sell
11,393
-34,310
-75% -$2.88M 0.49% 38
2026
Q2 		$3.83M Sell
45,703
-1,858
-4% -$152K 2.12% 22
2026
Q1 		$3.57M Sell
47,561
-3,748
-7% -$290K 2.11% 21
2025
Q4 		$3.77M Sell
51,309
-3,263
-6% -$237K 2.3% 20
2025
Q3 		$3.89M Sell
54,572
-6,520
-11% -$450K 2.44% 19
2025
Q2 		$4.11M Sell
61,092
-326
-0.5% -$20.6K 2.74% 17
2025
Q1 		$3.73M Sell
61,418
-10,389
-14% -$626K 2.67% 18
2024
Q4 		$4.12M Sell
71,807
-663
-0.9% -$39.9K 3.53% 10
2024
Q3 		$4.47M Sell
72,470
-625
-0.9% -$37.6K 3.91% 8
2024
Q2 		$4.29M Sell
73,095
-3,163
-4% -$186K 3.87% 6
2024
Q1 		$4.47M Sell
76,258
-924
-1% -$52.2K 4.15% 4
2023
Q4 		$4.33M Sell
77,182
-806
-1% -$42.7K 4.25% 4
2023
Q3 		$4.05M Buy
77,988
+7,774
+11% +$421K 4.21% 6
2023
Q2 		$3.82M Buy
70,214
+1,483
+2% +$80.4K 4.25% 5
2023
Q1 		$3.68M Buy
68,731
+1,973
+3% +$105K 4.17% 6
2022
Q4 		$3.35M Sell
66,758
-2,764
-4% -$134K 3.96% 9
2022
Q3 		$3.15M Buy
69,522
+14,568
+27% +$721K 4.09% 6
2022
Q2 		$2.75M Sell
54,954
-14,165
-20% -$759K 3.18% 13
2022
Q1 		$4.02M Buy
69,119
+16,478
+31% +$970K 4.17% 7
2021
Q4 		$3.25M Buy
+52,641
New +$3.26M 3.25% 15

Other funds holding VEU

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return

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

Upper Left Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 75% in Q3 2026, selling an estimated $2.88M and leaving 11,393 shares worth $945K. The position accounts for 0.49% of the portfolio, ranked #38.

Upper Left Wealth Management first reported a position in VEU in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.47M in Q1 2024. 343 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Upper Left Wealth Management held 11,393 shares of Vanguard FTSE All-World ex-US ETF worth $945K as of Q3 2026.
  • Upper Left Wealth Management sold 34,310 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $2.88M.
  • Vanguard FTSE All-World ex-US ETF made up 0.49% of Upper Left Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Upper Left Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $4.47M in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

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