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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kagan Cocozza Asset Management's VCIT Position: Q2 2026 in Review

Kagan Cocozza Asset Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 50% in Q2 2026, buying an estimated $392K and bringing the position to 14,312 shares worth $1.18M. The position accounts for 0.74% of the portfolio, ranked #20.

Kagan Cocozza Asset Management first reported a position in VCIT in Q1 2026 and has held it in 2 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Kagan Cocozza Asset Management held 14,312 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.18M as of Q2 2026.
  • Kagan Cocozza Asset Management bought 4,747 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $392K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.74% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #20 holding.
  • Kagan Cocozza Asset Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.