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 Q3	$51M	Buy	72,705 +3,166	+5%	+$2.21M	4.42%	4
2026 Q2	$47.8M	Buy	69,539 +14,501	+26%	+$9.7M	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	$9.6M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Discipline Wealth Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q3 2026, buying an estimated $2.21M and bringing the position to 72,705 shares worth $51M. The position accounts for 4.42% of the portfolio, ranked #4.

Discipline Wealth Solutions first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Discipline Wealth Solutions held 72,705 shares of Vanguard S&P 500 ETF worth $51M as of Q3 2026.
Discipline Wealth Solutions bought 3,166 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.21M.
Vanguard S&P 500 ETF made up 4.42% of Discipline Wealth Solutions's portfolio in Q3 2026, its #4 holding.
Discipline Wealth Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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