Kozak & Associates, Inc. Vanguard Mid Cap ETF Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 2025
A detailed history of Kozak & Associates, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 265 shares of VO stock, worth $75,138. This represents 0.02% of its overall portfolio holdings.
Number of Shares
265
Previous 277
4.33%
Holding current value
$75,138
Previous $71,000
4.23%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,393Shares Held
204MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp21MShares$5.95 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio