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Kagan Cocozza Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Kagan Cocozza Asset Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.59M Buy
57,936
+4,498
+8% +$430K 3.5% 9
2026
Q1 		$4.74M Buy
53,438
+5,831
+12% +$535K 3.34% 9
2025
Q4 		$4.21M Buy
47,607
+3,952
+9% +$355K 3% 9
2025
Q3 		$3.99M Buy
43,655
+2,106
+5% +$191K 3.02% 9
2025
Q2 		$3.7M Buy
41,549
+1,424
+4% +$126K 2.84% 9
2025
Q1 		$3.63M Buy
40,125
+3,755
+10% +$341K 2.97% 9
2024
Q4 		$3.24M Buy
+36,370
New +$3.44M 2.69% 11

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Kagan Cocozza Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 8.4% in Q2 2026, buying an estimated $430K and bringing the position to 57,936 shares worth $5.59M. The position accounts for 3.5% of the portfolio, ranked #9.

Kagan Cocozza Asset Management first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Kagan Cocozza Asset Management held 57,936 shares of Vanguard Real Estate ETF worth $5.59M as of Q2 2026.
  • Kagan Cocozza Asset Management bought 4,498 Vanguard Real Estate ETF shares in Q2 2026, an estimated $430K.
  • Vanguard Real Estate ETF made up 3.5% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #9 holding.
  • Kagan Cocozza Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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