Ownership history in Discipline Wealth Solutions, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Discipline Wealth Solutions, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 41,746 | +31,821 | +320.6% | 2.00% | $10.8M | $257.95 |
| 2025 Q3 | ADDED | 9,925 | +3,885 | +64.3% | 0.67% | $2.5M | $253.38 |
| 2025 Q2 | ADDED | 6,040 | +2,472 | +69.3% | 0.55% | $1.4M | $235.40 |
| 2025 Q1 | REDUCED | 3,568 | -202 | -5.4% | 0.38% | $791K | $219.54 |
| 2024 Q4 | REDUCED | 3,770 | -287 | -7.1% | 0.42% | $906K | $236.92 |
| 2024 Q3 | ADDED | 4,057 | +827 | +25.6% | 0.51% | $962K | $233.03 |
| 2024 Q2 | ADDED | 3,230 | +1,684 | +108.9% | 0.56% | $704K | $213.56 |
| 2024 Q1 | REDUCED | 1,546 | -1,117 | -41.9% | 0.32% | $350K | $223.02 |
| 2023 Q4 | INITIATED | 2,663 | — | — | 0.56% | $560K | — |
As of 2025 Q4 — sorted by position size