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Vanguard REIT ETF shares owned by Kagan Cocozza Asset Management

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

Historical chart of Kagan Cocozza Asset Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT 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 REIT ETF by Kagan Cocozza Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 44k 91.42
2025-06-30 $3.7M 42k 89.06
2025-03-31 $3.6M 40k 90.54
2024-12-31 $3.2M 36k 89.08

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 REIT ETF

Empower Advisory Group
Creative Planning
Northwestern Mutual Wealth Management Company
Morgan Stanley
Wealthfront Advisers
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Us Bancorp
Prudential Financial
Wells Fargo & Company
Financial Engines Advisors L.L.C
Goldman Sachs Group
Bank of New York Mellon
State of Tennessee, Treasury Department
LPL Financial

View all funds holding Vanguard REIT ETF