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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Discipline Wealth Solutions's VOO Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 118% in Q1 2026, buying an estimated $18.6M and bringing the position to 55,038 shares worth $32.9M. The position accounts for 3.46% of the portfolio, ranked #8.

Discipline Wealth Solutions first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Discipline Wealth Solutions held 55,038 shares of Vanguard S&P 500 ETF worth $32.9M as of Q1 2026.
Discipline Wealth Solutions bought 29,740 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $18.6M.
Vanguard S&P 500 ETF made up 3.46% of Discipline Wealth Solutions's portfolio in Q1 2026, its #8 holding.
Discipline Wealth Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.