Disciplina Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Disciplina Capital Management’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.1M	Buy	127,524 +27,837	+28%	+$4.42M	1.96%	12
2026 Q2	$15.6M	Buy	99,687 +8,776	+10%	+$1.34M	1.62%	14
2026 Q1	$12.6M	Buy	90,911 +13	+0%	+$1.87K	1.33%	17
2025 Q4	$12.8M	Sell	90,898 -583	-0.6%	-$81.5K	1.47%	15
2025 Q3	$12.6M	Buy	91,481 +53	+0.1%	+$7.04K	1.53%	14
2025 Q2	$11.8M	Buy	91,428 +274	+0.3%	+$32.8K	1.49%	16
2025 Q1	$10.6M	Buy	91,154 +36,709	+67%	+$4.39M	1.54%	14
2024 Q4	$6.4M	Buy	54,445 +33,410	+159%	+$4.01M	1.08%	15
2024 Q3	$2.52M	Hold	21,035	–	–	0.4%	18
2024 Q2	$2.37M	Hold	21,035	–	–	0.39%	18
2024 Q1	$2.32M	Buy	21,035 +3,885	+23%	+$411K	0.39%	18
2023 Q4	$1.76M	Hold	17,150	–	–	0.33%	17
2023 Q3	$1.6M	Hold	17,150	–	–	0.33%	18
2023 Q2	$1.66M	Buy	17,150 +2,070	+14%	+$194K	0.29%	18
2023 Q1	$1.39M	Hold	15,080	–	–	0.34%	18
2022 Q4	$1.3M	Buy	15,080 +2,300	+18%	+$196K	0.35%	18
2022 Q3	$1.01M	Hold	12,780	–	–	0.22%	16
2022 Q2	$1.09M	Buy	12,780 +6,415	+101%	+$593K	0.24%	16
2022 Q1	$645K	Hold	6,365	–	–	0.13%	16
2021 Q4	$684K	Hold	6,365	–	–	0.13%	17
2021 Q3	$648K	Hold	6,365	–	–	0.14%	20
2021 Q2	$659K	Hold	6,365	–	–	0.15%	19
2021 Q1	$619K	Sell	6,365 -3,105	-33%	-$299K	0.14%	20
2020 Q4	$877K	Hold	9,470	–	–	0.45%	12
2020 Q3	$764K	Hold	9,470	–	–	0.49%	12
2020 Q2	$708K	Sell	9,470 -7,730	-45%	-$545K	0.48%	12
2020 Q1	$1.08M	Hold	17,200	–	–	0.84%	9
2019 Q4	$1.39M	Buy	17,200 +950	+6%	+$73.9K	0.82%	11
2019 Q3	$1.22M	Hold	16,250	–	–	0.73%	13
2019 Q2	$1.22M	Hold	16,250	–	–	0.68%	12
2019 Q1	$1.19M	Sell	16,250 -1,000	-6%	-$71K	0.77%	14
2018 Q4	$1.13M	Buy	+17,250	New	+$1.21M	0.83%	10

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Disciplina Capital Management's VT Position: Q3 2026 in Review

Disciplina Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 28% in Q3 2026, buying an estimated $4.42M and bringing the position to 127,524 shares worth $20.1M. The position accounts for 1.96% of the portfolio, ranked #12.

Disciplina Capital Management first reported a position in VT in Q4 2018 and has held it in 32 quarters since. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Disciplina Capital Management held 127,524 shares of Vanguard Total World Stock ETF worth $20.1M as of Q3 2026.
Disciplina Capital Management bought 27,837 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $4.42M.
Vanguard Total World Stock ETF made up 1.96% of Disciplina Capital Management's portfolio in Q3 2026, its #12 holding.
Disciplina Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 32 quarters since.
1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Disciplina Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.