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 Q3	$481K	Hold	686	–	–	0.3%	45
2026 Q2	$471K	Buy	686 +1	+0.1%	+$667	0.3%	47
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kagan Cocozza Asset Management's VOO Position: Q3 2026 in Review

Kagan Cocozza Asset Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 686 shares worth $481K. The position accounts for 0.3% of the portfolio, ranked #45.

Kagan Cocozza Asset Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Kagan Cocozza Asset Management held 686 shares of Vanguard S&P 500 ETF worth $481K as of Q3 2026.
Kagan Cocozza Asset Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.3% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #45 holding.
Kagan Cocozza Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.