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 Q3	$11.7M	Buy	75,115 +1,341	+2%	+$209K	1.01%	27
2026 Q2	$11.4M	Buy	73,774 +17,170	+30%	+$2.69M	0.99%	28
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

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

Discipline Wealth Solutions increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.8% in Q3 2026, buying an estimated $209K and bringing the position to 75,115 shares worth $11.7M. The position accounts for 1.01% of the portfolio, ranked #27.

Discipline Wealth Solutions first reported a position in VSS in Q4 2023 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Discipline Wealth Solutions held 75,115 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $11.7M as of Q3 2026.
Discipline Wealth Solutions bought 1,341 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $209K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.01% of Discipline Wealth Solutions's portfolio in Q3 2026, its #27 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 6 quarters since.
142 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

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