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Disciplina Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Disciplina Capital Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5M Buy
22,584
+515
+2% +$322K 1.43% 16
2025
Q4 		$13.8M Hold
22,069
– – 1.58% 14
2025
Q3 		$13.5M Sell
22,069
-3,300
-13% -$1.95M 1.64% 13
2025
Q2 		$14.4M Buy
25,369
+7,550
+42% +$3.97M 1.82% 13
2025
Q1 		$9.16M Hold
17,819
– – 1.33% 15
2024
Q4 		$9.6M Sell
17,819
-635
-3% -$344K 1.62% 11
2024
Q3 		$9.74M Hold
18,454
– – 1.56% 11
2024
Q2 		$9.23M Sell
18,454
-2,500
-12% -$1.2M 1.53% 11
2024
Q1 		$10.1M Sell
20,954
-520
-2% -$238K 1.7% 11
2023
Q4 		$9.38M Sell
21,474
-3,290
-13% -$1.35M 1.77% 11
2023
Q3 		$9.72M Hold
24,764
– – 2.01% 10
2023
Q2 		$10.1M Buy
24,764
+1,460
+6% +$563K 1.77% 11
2023
Q1 		$8.76M Sell
23,304
-950
-4% -$348K 2.17% 11
2022
Q4 		$8.52M Sell
24,254
-2,410
-9% -$851K 2.26% 11
2022
Q3 		$8.75M Hold
26,664
– – 1.9% 10
2022
Q2 		$9.29M Hold
26,664
– – 2.01% 11
2022
Q1 		$11.1M Sell
26,664
-120
-0.4% -$49.1K 2.26% 11
2021
Q4 		$11.7M Sell
26,784
-5,050
-16% -$2.13M 2.26% 9
2021
Q3 		$12.6M Sell
31,834
-3,985
-11% -$1.62M 2.76% 11
2021
Q2 		$14.1M Sell
35,819
-2,550
-7% -$979K 3.2% 9
2021
Q1 		$14M Hold
38,369
– – 3.15% 9
2020
Q4 		$13.2M Buy
38,369
+33,895
+758% +$11M 6.84% 4
2020
Q3 		$1.38M Sell
4,474
-585
-12% -$178K 0.89% 9
2020
Q2 		$1.44M Buy
5,059
+1,875
+59% +$505K 0.97% 9
2020
Q1 		$754K Hold
3,184
– – 0.58% 12
2019
Q4 		$942K Sell
3,184
-3,000
-49% -$849K 0.56% 13
2019
Q3 		$1.69M Sell
6,184
-5,200
-46% -$1.41M 1.02% 10
2019
Q2 		$3.08M Sell
11,384
-1,200
-10% -$317K 1.72% 8
2019
Q1 		$3.27M Buy
+12,584
New +$3.14M 2.11% 8

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Disciplina Capital Management's VOO Position: Q1 2026 in Review

Disciplina Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q1 2026, buying an estimated $322K and bringing the position to 22,584 shares worth $13.5M. The position accounts for 1.43% of the portfolio, ranked #16.

Disciplina Capital Management first reported a position in VOO in Q1 2019 and has held it in 29 quarters since. The position peaked at $14.4M in Q2 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Disciplina Capital Management held 22,584 shares of Vanguard S&P 500 ETF worth $13.5M as of Q1 2026.
  • Disciplina Capital Management bought 515 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $322K.
  • Vanguard S&P 500 ETF made up 1.43% of Disciplina Capital Management's portfolio in Q1 2026, its #16 holding.
  • Disciplina Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • Disciplina Capital Management's Vanguard S&P 500 ETF position peaked at $14.4M in Q2 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.