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Vanguard Dividend Appreciation ETF shares owned by Kagan Cocozza Asset Management

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Kagan Cocozza Asset Management from 13F filings

Historical chart of Kagan Cocozza Asset Management investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Kagan Cocozza Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Kagan Cocozza Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3M 38k 215.79
2025-06-30 $8.1M 40k 204.67
2025-03-31 $7.6M 39k 193.99
2024-12-31 $7.6M 39k 195.83

More positions owned by Kagan Cocozza Asset Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)

View all positions for Kagan Cocozza Asset Management

Top funds holding Vanguard Dividend Appreciation ETF

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LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Prudential Financial
Ameriprise Financial
HighTower Advisors
Envestnet Asset Management

View all funds holding Vanguard Dividend Appreciation ETF