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 Q3	$5.83M	Buy	8,319 +7,147	+610%	+$4.99M	3.03%	8
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	$680K	Buy	+1,198	New	+$630K	0.45%	42

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

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

Upper Left Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 610% in Q3 2026, buying an estimated $4.99M and bringing the position to 8,319 shares worth $5.83M. The position accounts for 3.03% of the portfolio, ranked #8.

Upper Left Wealth Management first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Upper Left Wealth Management held 8,319 shares of Vanguard S&P 500 ETF worth $5.83M as of Q3 2026.
Upper Left Wealth Management bought 7,147 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.99M.
Vanguard S&P 500 ETF made up 3.03% of Upper Left Wealth Management's portfolio in Q3 2026, its #8 holding.
Upper Left Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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