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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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Discipline Wealth Solutions's VTI Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q2 2026, buying an estimated $6.52M and bringing the position to 85,474 shares worth $31.6M. The position accounts for 2.76% of the portfolio, ranked #11.

Discipline Wealth Solutions first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Discipline Wealth Solutions held 85,474 shares of Vanguard Morningstar Total Stock Market ETF worth $31.6M as of Q2 2026.
  • Discipline Wealth Solutions bought 18,221 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.52M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.76% of Discipline Wealth Solutions's portfolio in Q2 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 11 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.