ULWM
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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
Q3 		$632K Sell
4,069
-14,239
-78% -$2.22M 0.33% 48
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

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

Upper Left Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 78% in Q3 2026, selling an estimated $2.22M and leaving 4,069 shares worth $632K. The position accounts for 0.33% of the portfolio, ranked #48.

Upper Left Wealth Management first reported a position in VSS in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.82M in Q2 2026. 141 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Upper Left Wealth Management held 4,069 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $632K as of Q3 2026.
  • Upper Left Wealth Management sold 14,239 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $2.22M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.33% of Upper Left Wealth Management's portfolio in Q3 2026, its #48 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 20 quarters since.
  • Upper Left Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.82M in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

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