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Discipline Wealth Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Discipline Wealth Solutions’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
Q2 		$47.8M Buy
69,539
+14,501
+26% +$9.67M 4.17% 5
2026
Q1 		$32.9M Buy
55,038
+29,740
+118% +$18.6M 3.46% 8
2025
Q4 		$15.9M Buy
25,298
+5,272
+26% +$3.28M 2.94% 8
2025
Q3 		$12.3M Buy
20,026
+2,048
+11% +$1.21M 3.23% 6
2025
Q2 		$10.2M Buy
17,978
+1,823
+11% +$958K 3.91% 6
2025
Q1 		$8.3M Sell
16,155
-1,576
-9% -$852K 3.96% 6
2024
Q4 		$9.55M Buy
17,731
+1,981
+13% +$1.07M 4.42% 6
2024
Q3 		$8.31M Buy
15,750
+1,884
+14% +$958K 4.39% 6
2024
Q2 		$6.93M Buy
13,866
+1,438
+12% +$692K 5.47% 6
2024
Q1 		$5.97M Buy
12,428
+376
+3% +$172K 5.53% 6
2023
Q4 		$5.47M Buy
+12,052
New +$4.93M 5.47% 6

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Discipline Wealth Solutions's VOO Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 26% in Q2 2026, buying an estimated $9.67M and bringing the position to 69,539 shares worth $47.8M. The position accounts for 4.17% of the portfolio, ranked #5.

Discipline Wealth Solutions first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Discipline Wealth Solutions held 69,539 shares of Vanguard S&P 500 ETF worth $47.8M as of Q2 2026.
  • Discipline Wealth Solutions bought 14,501 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.67M.
  • Vanguard S&P 500 ETF made up 4.17% of Discipline Wealth Solutions's portfolio in Q2 2026, its #5 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.