Kagan Cocozza Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$409K	Hold	685	–	–	0.29%	49
2025 Q4	$430K	Buy	+685	New	+$426K	0.31%	45
2025 Q2	–	Sell	-685	Closed	-$352K	–	63
2025 Q1	$352K	Hold	685	–	–	0.29%	50
2024 Q4	$369K	Buy	+685	New	+$371K	0.31%	50

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Kagan Cocozza Asset Management's VOO Position: Q1 2026 in Review

Kagan Cocozza Asset Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 685 shares worth $409K. The position accounts for 0.29% of the portfolio, ranked #49.

Kagan Cocozza Asset Management first reported a position in VOO in Q4 2024 and has held it in 4 quarters since. The position peaked at $430K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Kagan Cocozza Asset Management held 685 shares of Vanguard S&P 500 ETF worth $409K as of Q1 2026.
Kagan Cocozza Asset Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.29% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #49 holding.
Kagan Cocozza Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
Kagan Cocozza Asset Management's Vanguard S&P 500 ETF position peaked at $430K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.