Discipline Wealth Solutions, LLC VGK VANGUARD INTL EQUITY INDEX F

Ownership history in Discipline Wealth Solutions, LLC  ·  5 quarters on record

AI Ownership Summary

Discipline Wealth Solutions, LLC reported VANGUARD INTL EQUITY INDEX F (VGK) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.94% in 2026 Q2. The latest visible filing shows VGK at 0.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Discipline Wealth Solutions, LLC's position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VGK was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Discipline Wealth Solutions, LLC held VGK — position size vs. price
% of Fund (quarterly)    VGK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 121,506 +27,187 +28.8% 0.94% $10.8M 2026-07-21 $88.76
2026 Q1 ADDED 94,319 +83,503 +772.0% 0.82% $7.8M 2026-04-17 $87.87
2025 Q4 ADDED 10,816 +6,920 +177.6% 0.17% $904K 2026-01-26 $85.93
2025 Q3 REDUCED 19.5% +5.8% 3,896 -945 -19.5% 0.08% $311K 2025-10-21 $78.47
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Discipline Wealth Solutions, LLC and VGK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Discipline Wealth Solutions, LLC reported owning VGK?

Discipline Wealth Solutions, LLC reported VGK across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported VGK position in Discipline Wealth Solutions, LLC's portfolio?

The largest reported portfolio weight for VGK was 0.94% in 2026 Q2.

What is the latest reported VGK position on this page?

The most recent filing on this page is 2026 Q2, when Discipline Wealth Solutions, LLC reported 121,506 shares, equal to 0.94% of portfolio, with an estimated market value of $10.8M.

What does the chart on this VGK ownership page compare?

The chart compares Discipline Wealth Solutions, LLC's quarterly VGK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Discipline Wealth Solutions, LLC time their VGK position?

Based on 13F filing dates vs. subsequent VGK price moves, Discipline Wealth Solutions, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VGK relative to SPY over the holding period was +1.5%.

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