Kagan Cocozza Asset Management
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2064489
MICKLETON, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$7,920,444
-$950,975 QoQ
Shares Held
36,829
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,920,444 | 36,829 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,871,419 | 40,365 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,293,457 | 38,433 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,142,386 | 39,783 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,580,353 | 39,076 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,584,887 | 38,732 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||