Discipline Wealth Solutions
VTI icon

Discipline Wealth Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Discipline Wealth Solutions’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.1M Buy
85,713
+239
+0.3% +$89.6K 2.79% 11
2026
Q2 		$31.6M Buy
85,474
+18,221
+27% +$6.52M 2.76% 11
2026
Q1 		$21.6M Buy
67,253
+56,952
+553% +$19.1M 2.27% 14
2025
Q4 		$3.45M Buy
10,301
+4,679
+83% +$1.56M 0.64% 35
2025
Q3 		$1.85M Buy
5,622
+1,343
+31% +$424K 0.49% 42
2025
Q2 		$1.3M Buy
4,279
+1,408
+49% +$396K 0.5% 35
2025
Q1 		$789K Sell
2,871
-335
-10% -$97.3K 0.38% 36
2024
Q4 		$929K Sell
3,206
-183
-5% -$53.4K 0.43% 32
2024
Q3 		$960K Buy
3,389
+256
+8% +$69.8K 0.51% 26
2024
Q2 		$838K Buy
3,133
+1,199
+62% +$310K 0.66% 14
2024
Q1 		$502K Sell
1,934
-1,750
-48% -$433K 0.47% 14
2023
Q4 		$903K Buy
+3,684
New +$814K 0.9% 14

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

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

Discipline Wealth Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q3 2026, buying an estimated $89.6K and bringing the position to 85,713 shares worth $32.1M. The position accounts for 2.79% of the portfolio, ranked #11.

Discipline Wealth Solutions first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 1,589 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Discipline Wealth Solutions held 85,713 shares of Vanguard Morningstar Total Stock Market ETF worth $32.1M as of Q3 2026.
  • Discipline Wealth Solutions bought 239 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $89.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.79% of Discipline Wealth Solutions's portfolio in Q3 2026, its #11 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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