Discipline Wealth Solutions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Discipline Wealth Solutions’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.25M	Buy	56,604 +50,020	+760%	+$7.56M	0.87%	28
2025 Q4	$944K	Buy	6,584 +4,207	+177%	+$599K	0.17%	71
2025 Q3	$339K	Buy	+2,377	New	+$329K	0.09%	119
2024 Q1	–	Sell	-2,810	Closed	-$313K	–	24
2023 Q4	$313K	Buy	+2,810	New	+$302K	0.31%	23

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Discipline Wealth Solutions increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 760% in Q1 2026, buying an estimated $7.56M and bringing the position to 56,604 shares worth $8.25M. The position accounts for 0.87% of the portfolio, ranked #28.

Discipline Wealth Solutions first reported a position in VSS in Q4 2023 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Discipline Wealth Solutions held 56,604 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $8.25M as of Q1 2026.
Discipline Wealth Solutions bought 50,020 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $7.56M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.87% of Discipline Wealth Solutions's portfolio in Q1 2026, its #28 holding.
Discipline Wealth Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 4 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

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