Discipline Wealth Solutions
VUG icon

Discipline Wealth Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Discipline Wealth Solutions’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$882K Sell
9,789
-80
-0.8% -$7K 0.08% 89
2026
Q2 		$850K Sell
9,869
-61
-0.6% -$5.13K 0.07% 91
2026
Q1 		$723K Buy
9,930
+408
+4% +$31.7K 0.08% 90
2025
Q4 		$774K Buy
9,522
+216
+2% +$17.5K 0.14% 80
2025
Q3 		$744K Buy
+9,306
New +$711K 0.2% 76

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Discipline Wealth Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.81% in Q3 2026, selling an estimated $7K and leaving 9,789 shares worth $882K. The position accounts for 0.08% of the portfolio, ranked #89.

Discipline Wealth Solutions first reported a position in VUG in Q3 2025 and has held it in 5 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Discipline Wealth Solutions held 9,789 shares of Vanguard Morningstar Growth ETF worth $882K as of Q3 2026.
  • Discipline Wealth Solutions sold 80 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $7K.
  • Vanguard Morningstar Growth ETF made up 0.08% of Discipline Wealth Solutions's portfolio in Q3 2026, its #89 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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