Kagan Cocozza Asset Management Vanguard Specialized Funds Van Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 41,549 shares of VNQ stock, worth $3.76 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
41,549
Previous 40,125
3.55%
Holding current value
$3.76 Million
Previous $3.63 Billion
1.86%
% of portfolio
2.84%
Previous 2.97%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio