Upper Left Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1911228
TAMPA, FL
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,110,278
-$64,168 QoQ
Shares Held
4,239
-6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,110,278 | 4,239 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,174,446 | 4,553 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,216,729 | 4,785 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,251,728 | 5,282 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,309,877 | 5,907 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,546,442 | 6,436 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,482,325 | 6,249 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,244,790 | 5,709 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,259,073 | 5,508 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,290,646 | 6,050 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $238,795 | 1,263 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $263,728 | 1,326 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $249,271 | 1,315 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $213,795 | 1,006 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||