ULWM
VWO icon

Upper Left Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Upper Left Wealth Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Buy
66,590
+4,744
+8% +$279K 2.2% 20
2026
Q1 		$3.34M Buy
61,846
+1,989
+3% +$111K 1.97% 22
2025
Q4 		$3.22M Buy
59,857
+3,284
+6% +$178K 1.96% 22
2025
Q3 		$3.07M Buy
56,573
+865
+2% +$44.6K 1.92% 22
2025
Q2 		$2.76M Sell
55,708
-10,598
-16% -$492K 1.84% 23
2025
Q1 		$3M Buy
66,306
+5,421
+9% +$244K 2.15% 22
2024
Q4 		$2.68M Buy
60,885
+7,357
+14% +$342K 2.29% 16
2024
Q3 		$2.39M Buy
53,528
+21,201
+66% +$944K 2.09% 19
2024
Q2 		$1.41M Buy
32,327
+6,289
+24% +$271K 1.28% 23
2024
Q1 		$1.09M Buy
26,038
+5,852
+29% +$239K 1.01% 29
2023
Q4 		$830K Buy
20,186
+1,423
+8% +$56.4K 0.81% 33
2023
Q3 		$736K Buy
18,763
+323
+2% +$13.2K 0.77% 31
2023
Q2 		$750K Buy
18,440
+1,780
+11% +$71.8K 0.83% 32
2023
Q1 		$673K Buy
16,660
+881
+6% +$35.9K 0.76% 33
2022
Q4 		$615K Sell
15,779
-4,487
-22% -$171K 0.73% 35
2022
Q3 		$750K Buy
20,266
+410
+2% +$16.6K 0.97% 32
2022
Q2 		$827K Buy
19,856
+6,490
+49% +$280K 0.96% 30
2022
Q1 		$628K Sell
13,366
-3,166
-19% -$152K 0.65% 35
2021
Q4 		$828K Buy
+16,532
New +$834K 0.83% 28

Other funds holding VWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Upper Left Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.7% in Q2 2026, buying an estimated $279K and bringing the position to 66,590 shares worth $3.97M. The position accounts for 2.2% of the portfolio, ranked #20.

Upper Left Wealth Management first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. 527 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Upper Left Wealth Management held 66,590 shares of Vanguard FTSE Emerging Markets ETF worth $3.97M as of Q2 2026.
  • Upper Left Wealth Management bought 4,744 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $279K.
  • Vanguard FTSE Emerging Markets ETF made up 2.2% of Upper Left Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Upper Left Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 527 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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