Rezny Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rezny Wealth Management’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	$729K	Sell	2,119 -40	-2%	-$13.3K	0.13%	33
2026 Q1	$645K	Buy	2,159 +124	+6%	+$38.8K	0.14%	33
2025 Q4	$641K	Hold	2,035	–	–	0.13%	35
2025 Q3	$626K	Hold	2,035	–	–	0.13%	34
2025 Q2	$581K	Hold	2,035	–	–	0.13%	34
2025 Q1	$523K	Hold	2,035	–	–	0.14%	36
2024 Q4	$549K	Sell	2,035 -350	-15%	-$94.8K	0.13%	29
2024 Q3	$628K	Hold	2,385	–	–	0.16%	30
2024 Q2	$595K	Hold	2,385	–	–	0.16%	25
2024 Q1	$572K	Sell	2,385 -393	-14%	-$89.9K	0.17%	21
2023 Q4	$606K	Hold	2,778	–	–	0.19%	17
2023 Q3	$544K	Sell	2,778 -322	-10%	-$65.6K	0.19%	19
2023 Q2	$628K	Buy	+3,100	New	+$594K	0.21%	18

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Rezny Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, selling an estimated $13.3K and leaving 2,119 shares worth $729K. The position accounts for 0.13% of the portfolio, ranked #33.

Rezny Wealth Management first reported a position in VV in Q2 2023 and has held it in 13 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Rezny Wealth Management held 2,119 shares of Vanguard Morningstar Large-Cap ETF worth $729K as of Q2 2026.
Rezny Wealth Management sold 40 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $13.3K.
Vanguard Morningstar Large-Cap ETF made up 0.13% of Rezny Wealth Management's portfolio in Q2 2026, its #33 holding.
Rezny Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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