Discipline Wealth Solutions
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Discipline Wealth Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Discipline Wealth Solutions’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.57M Buy
9,977
+1,141
+13% +$181K 0.14% 73
2026
Q2 		$1.39M Buy
8,836
+1,846
+26% +$282K 0.12% 76
2026
Q1 		$967K Buy
+6,990
New +$1.01M 0.1% 75

Other funds holding VT

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

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

Discipline Wealth Solutions increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q3 2026, buying an estimated $181K and bringing the position to 9,977 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #73.

Discipline Wealth Solutions first reported a position in VT in Q1 2026 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Discipline Wealth Solutions held 9,977 shares of Vanguard Total World Stock ETF worth $1.57M as of Q3 2026.
  • Discipline Wealth Solutions bought 1,141 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $181K.
  • Vanguard Total World Stock ETF made up 0.14% of Discipline Wealth Solutions's portfolio in Q3 2026, its #73 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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