Kozak & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Kozak & Associates’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	-$39	–	470
2026 Q1	–	Hold	0	–	–	–	440
2025 Q4	–	Sell	-23	Closed	-$7.18K	–	421
2025 Q3	$7.09K	Buy	+23	New	+$6.81K	﹤0.01%	286

Other funds holding VV

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return