Kagan Cocozza Asset Management Vanguard Specialized Funds Van Transaction History
Kagan Cocozza Asset Management
- $132 Billion
- Q3 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 43,655 shares of VNQ stock, worth $3.91 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
43,655
Previous 41,549
5.07%
Holding current value
$3.91 Million
Previous $3.7 Billion
7.85%
% of portfolio
3.02%
Previous 2.84%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio