Rezny Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rezny Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172M	Buy	1,993,744 +49,882	+3%	+$4.2M	29.68%	1
2026 Q1	$142M	Buy	1,943,862 +18,090	+0.9%	+$1.41M	30.47%	1
2025 Q4	$157M	Buy	1,925,772 +25,416	+1%	+$2.06M	31.56%	1
2025 Q3	$152M	Sell	1,900,356 -43,332	-2%	-$3.31M	31.7%	1
2025 Q2	$142M	Buy	1,943,688 +25,332	+1%	+$1.67M	32.03%	1
2025 Q1	$119M	Sell	1,918,356 -46,812	-2%	-$3.16M	30.7%	1
2024 Q4	$134M	Buy	1,965,168 +40,524	+2%	+$2.72M	33.01%	1
2024 Q3	$123M	Buy	1,924,644 +12,408	+0.6%	+$769K	31.04%	1
2024 Q2	$119M	Buy	1,912,236 +314,694	+20%	+$18.4M	31.88%	1
2024 Q1	$91.6M	Buy	1,597,542 +33,108	+2%	+$1.82M	26.51%	2
2023 Q4	$81.1M	Buy	1,564,434 +368,298	+31%	+$17.8M	25.81%	2
2023 Q3	$54.3M	Buy	1,196,136 +26,166	+2%	+$1.24M	19.11%	3
2023 Q2	$55.2M	Sell	1,169,970 -22,434	-2%	-$973K	18.59%	3
2023 Q1	$49.6M	Buy	1,192,404 +281,160	+31%	+$10.9M	18.29%	3
2022 Q4	$32.4M	Sell	911,244 -6,870	-0.7%	-$253K	12.43%	3
2022 Q3	$32.7M	Buy	918,114 +3,858	+0.4%	+$155K	13.28%	3
2022 Q2	$34M	Sell	914,256 -1,206	-0.1%	-$49.5K	13.08%	3
2022 Q1	$43.9M	Sell	915,462 -53,010	-5%	-$2.51M	14.28%	3
2021 Q4	$51.8M	Buy	968,472 +25,848	+3%	+$1.35M	16.06%	3
2021 Q3	$45.6M	Sell	942,624 -9,918	-1%	-$494K	15.45%	3
2021 Q2	$45.5M	Buy	952,542 +26,820	+3%	+$1.22M	15.89%	3
2021 Q1	$39.7M	Sell	925,722 -6,078	-0.7%	-$260K	15.46%	3
2020 Q4	$39.3M	Sell	931,800 -3,678	-0.4%	-$147K	16.42%	3
2020 Q3	$35.5M	Buy	935,478 +15,300	+2%	+$565K	16.45%	3
2020 Q2	$31M	Buy	+920,178	New	+$28.3M	15.87%	3
2019 Q4	$26.7M	Buy	878,328 +38,880	+5%	+$1.12M	13.77%	3
2019 Q3	$23.3M	Sell	839,448 -54,942	-6%	-$1.52M	13.42%	3
2019 Q2	$24.4M	Buy	894,390 +839,124	+1,518%	+$22.4M	14.67%	3
2019 Q1	$1.44M	Buy	55,266 +29,292	+113%	+$723K	0.87%	10
2018 Q4	$581K	Buy	25,974 +14,328	+123%	+$347K	0.4%	11
2018 Q3	$312K	Buy	+11,646	New	+$305K	0.19%	13

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Rezny Wealth Management's VUG Position: Q2 2026 in Review

Rezny Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, buying an estimated $4.2M and bringing the position to 1,993,744 shares worth $172M. The position accounts for 29.68% of the portfolio, ranked #1.

Rezny Wealth Management first reported a position in VUG in Q3 2018 and has held it in 31 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Rezny Wealth Management held 1,993,744 shares of Vanguard Morningstar Growth ETF worth $172M as of Q2 2026.
Rezny Wealth Management bought 49,882 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.2M.
Vanguard Morningstar Growth ETF made up 29.68% of Rezny Wealth Management's portfolio in Q2 2026, its #1 holding.
Rezny Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and has held it in 31 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rezny Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.