Kagan Cocozza Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Kagan Cocozza Asset Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.15M	Buy	113,577 +10,645	+10%	+$825K	5.73%	5
2026 Q1	$7.39M	Buy	102,932 +1,212	+1%	+$90K	5.2%	6
2025 Q4	$7.38M	Buy	101,720 +6,360	+7%	+$463K	5.25%	6
2025 Q3	$7M	Sell	95,360 -3,280	-3%	-$236K	5.3%	6
2025 Q2	$6.9M	Buy	98,640 +3,988	+4%	+$262K	5.29%	6
2025 Q1	$6.12M	Buy	94,652 +7,232	+8%	+$485K	5%	6
2024 Q4	$5.77M	Buy	+87,420	New	+$5.93M	4.79%	6

Other funds holding VO

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kagan Cocozza Asset Management's VO Position: Q2 2026 in Review

Kagan Cocozza Asset Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, buying an estimated $825K and bringing the position to 113,577 shares worth $9.15M. The position accounts for 5.73% of the portfolio, ranked #5.

Kagan Cocozza Asset Management first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kagan Cocozza Asset Management held 113,577 shares of Vanguard Morningstar Mid-Cap ETF worth $9.15M as of Q2 2026.
Kagan Cocozza Asset Management bought 10,645 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $825K.
Vanguard Morningstar Mid-Cap ETF made up 5.73% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #5 holding.
Kagan Cocozza Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.