Kozak & Associates, Inc. Vanguard Large Cap ETF Transaction History

Kozak & Associates, Inc.

$500 Million
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 12, 2026	SELL	$301.9 - $317.98 $6,943 - $7,313	-23 Closed	0 $0
Q3 2025 Nov 18, 2025	BUY	$285.05 - $309.14 $6,556 - $7,110	23 New	23 $7,000

Others Institutions Holding VV

# of Institutions

1,442

Shares Held

107M

Call Options Held

20.7K

Put Options Held

7K

Jones Financial Companies Lllp

17.3M
Shares

$5.38 Billion
3.66% of portfolio
Creative Planning Overland Park, KS

12.4M
Shares

$3.85 Billion
2.96% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$2.03 Billion
15.32% of portfolio
Vanguard Group Inc Valley Forge, PA

3.86M
Shares

$1.2 Billion
0.02% of portfolio
Morgan Stanley New York, NY

2.83M
Shares

$879 Million
0.05% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.