ULWM
VOO icon

Upper Left Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Upper Left Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$805K Hold
1,172
– – 0.45% 44
2026
Q1 		$700K Sell
1,172
-20
-2% -$12.5K 0.41% 43
2025
Q4 		$748K Buy
1,192
+4
+0.3% +$2.49K 0.46% 41
2025
Q3 		$728K Sell
1,188
-10
-0.8% -$5.89K 0.46% 42
2025
Q2 		$681K Buy
+1,198
New +$630K 0.45% 42

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Upper Left Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,172 shares worth $805K. The position accounts for 0.45% of the portfolio, ranked #44.

Upper Left Wealth Management first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Upper Left Wealth Management held 1,172 shares of Vanguard S&P 500 ETF worth $805K as of Q2 2026.
  • Upper Left Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.45% of Upper Left Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Upper Left Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 889 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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