Ownership history in Discipline Wealth Solutions, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Discipline Wealth Solutions, LLC underperformed the S&P 500 by β8.0% annually on this VB position. Timing score: 86% (6/7 decisions correct). Average cost basis: $253.80. Maximum drawdown during holding period: β7.3%.
β Significantly underperformed the S&P 500 by 8.0% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $213.56 (2024 Q2) Β· Worst: $257.95 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Discipline Wealth Solutions, LLC has been actively increasing its VB allocation β a bullish signal from insiders.
Currently 2.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size