Discipline Wealth Solutions
VEA icon

Discipline Wealth Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Discipline Wealth Solutions’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.4M Buy
699,721
+51,884
+8% +$3.72M 4.29% 5
2026
Q2 		$46.2M Buy
647,837
+119,108
+23% +$8.3M 4.03% 6
2026
Q1 		$33.9M Buy
528,729
+157,316
+42% +$10.4M 3.57% 7
2025
Q4 		$23.2M Buy
371,413
+57,201
+18% +$3.5M 4.3% 4
2025
Q3 		$18.8M Buy
314,212
+18,368
+6% +$1.07M 4.96% 4
2025
Q2 		$16.9M Buy
295,844
+13,841
+5% +$741K 6.46% 4
2025
Q1 		$14.3M Buy
282,003
+1,241
+0.4% +$62.8K 6.84% 4
2024
Q4 		$13.4M Buy
280,762
+38,441
+16% +$1.93M 6.22% 4
2024
Q3 		$12.8M Buy
242,321
+34,645
+17% +$1.76M 6.76% 4
2024
Q2 		$10.3M Buy
207,676
+24,945
+14% +$1.24M 8.1% 5
2024
Q1 		$9.13M Buy
182,731
+17,518
+11% +$846K 8.46% 5
2023
Q4 		$7.85M Buy
+165,213
New +$7.4M 7.85% 5

Other funds holding VEA

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Discipline Wealth Solutions's VEA Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 8% in Q3 2026, buying an estimated $3.72M and bringing the position to 699,721 shares worth $49.4M. The position accounts for 4.29% of the portfolio, ranked #5.

Discipline Wealth Solutions first reported a position in VEA in Q4 2023 and has held it in 12 quarters since. 1,241 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Discipline Wealth Solutions held 699,721 shares of Vanguard FTSE Developed Markets ETF worth $49.4M as of Q3 2026.
  • Discipline Wealth Solutions bought 51,884 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $3.72M.
  • Vanguard FTSE Developed Markets ETF made up 4.29% of Discipline Wealth Solutions's portfolio in Q3 2026, its #5 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.