ULWM
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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
Q3 		$6.33M Buy
106,703
+40,113
+60% +$2.4M 3.28% 7
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 $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

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

Upper Left Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 60% in Q3 2026, buying an estimated $2.4M and bringing the position to 106,703 shares worth $6.33M. The position accounts for 3.28% of the portfolio, ranked #7.

Upper Left Wealth Management first reported a position in VWO in Q4 2021 and has held it in 20 quarters since. 582 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Upper Left Wealth Management held 106,703 shares of Vanguard FTSE Emerging Markets ETF worth $6.33M as of Q3 2026.
  • Upper Left Wealth Management bought 40,113 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $2.4M.
  • Vanguard FTSE Emerging Markets ETF made up 3.28% of Upper Left Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Upper Left Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • 582 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

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