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Vanguard Small-Cap ETF shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 9.9k 254.28
2025-06-30 $1.4M 6.0k 236.96
2025-03-31 $791k 3.6k 221.75
2024-12-31 $906k 3.8k 240.25
2024-09-30 $962k 4.1k 237.19
2024-06-30 $704k 3.2k 218.04
2024-03-31 $350k 1.5k 226.67
2023-12-31 $560k 2.7k 210.21