Rezny Wealth Management
VUG icon

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
Q3 		$179M Sell
1,987,874
-5,870
-0.3% -$514K 30.77% 1
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Rezny Wealth Management's VUG Position: Q3 2026 in Review

Rezny Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.29% in Q3 2026, selling an estimated $514K and leaving 1,987,874 shares worth $179M. The position accounts for 30.77% of the portfolio, ranked #1.

Rezny Wealth Management first reported a position in VUG in Q3 2018 and has held it in 32 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Rezny Wealth Management held 1,987,874 shares of Vanguard Morningstar Growth ETF worth $179M as of Q3 2026.
  • Rezny Wealth Management sold 5,870 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $514K.
  • Vanguard Morningstar Growth ETF made up 30.77% of Rezny Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Rezny Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Rezny Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.