ULWM
VSS icon

Upper Left Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Upper Left Wealth Management’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Buy
18,308
+490
+3% +$76.9K 1.57% 27
2026
Q1 		$2.6M Buy
17,818
+857
+5% +$130K 1.53% 27
2025
Q4 		$2.43M Buy
16,961
+895
+6% +$127K 1.48% 27
2025
Q3 		$2.29M Sell
16,066
-118
-0.7% -$16.3K 1.44% 26
2025
Q2 		$2.17M Sell
16,184
-2,104
-12% -$260K 1.45% 26
2025
Q1 		$2.11M Buy
18,288
+5,966
+48% +$693K 1.52% 26
2024
Q4 		$1.41M Buy
12,322
+607
+5% +$72.9K 1.21% 29
2024
Q3 		$1.44M Sell
11,715
-279
-2% -$33.6K 1.26% 26
2024
Q2 		$1.41M Sell
11,994
-458
-4% -$53.8K 1.27% 24
2024
Q1 		$1.45M Sell
12,452
-619
-5% -$70.1K 1.35% 22
2023
Q4 		$1.5M Sell
13,071
-25
-0.2% -$2.69K 1.47% 23
2023
Q3 		$1.39M Buy
13,096
+2,462
+23% +$273K 1.45% 22
2023
Q2 		$1.17M Buy
10,634
+527
+5% +$58.1K 1.31% 24
2023
Q1 		$1.1M Buy
10,107
+199
+2% +$21.6K 1.25% 25
2022
Q4 		$1.02M Sell
9,908
-444
-4% -$44.6K 1.2% 27
2022
Q3 		$982K Buy
10,352
+1,139
+12% +$118K 1.28% 27
2022
Q2 		$951K Buy
9,213
+311
+3% +$35.3K 1.1% 27
2022
Q1 		$1.11M Buy
8,902
+5,850
+192% +$734K 1.15% 26
2021
Q4 		$412K Buy
+3,052
New +$413K 0.41% 40

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Upper Left Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.8% in Q2 2026, buying an estimated $76.9K and bringing the position to 18,308 shares worth $2.82M. The position accounts for 1.57% of the portfolio, ranked #27.

Upper Left Wealth Management first reported a position in VSS in Q4 2021 and has held it in 19 quarters since. 152 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Upper Left Wealth Management held 18,308 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.82M as of Q2 2026.
  • Upper Left Wealth Management bought 490 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $76.9K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.57% of Upper Left Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Upper Left Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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