Kagan Cocozza Asset Management
VCIT icon

Kagan Cocozza Asset Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Kagan Cocozza Asset Management’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.12M Sell
14,262
-50
-0.3% -$4.04K 0.69% 19
2026
Q2 		$1.18M Buy
14,312
+4,747
+50% +$392K 0.74% 20
2026
Q1 		$792K Buy
+9,565
New +$800K 0.56% 31

Other funds holding VCIT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

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

Kagan Cocozza Asset Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.35% in Q3 2026, selling an estimated $4.04K and leaving 14,262 shares worth $1.12M. The position accounts for 0.69% of the portfolio, ranked #19.

Kagan Cocozza Asset Management first reported a position in VCIT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.18M in Q2 2026. 300 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Kagan Cocozza Asset Management held 14,262 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.12M as of Q3 2026.
  • Kagan Cocozza Asset Management sold 50 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $4.04K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.69% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #19 holding.
  • Kagan Cocozza Asset Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Kagan Cocozza Asset Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.18M in Q2 2026.
  • 300 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

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