LMKC
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L.M. Kohn & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

L.M. Kohn & Company’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,048
Closed -$240K – 144
2025
Q2 		$240K Sell
3,048
-15
-0.5% -$1.17K 0.06% 239
2025
Q1 		$240K Sell
3,063
-235
-7% -$18.2K 0.06% 234
2024
Q4 		$255K Hold
3,298
– – 0.07% 216
2024
Q3 		$260K Buy
3,298
+130
+4% +$10.1K 0.07% 226
2024
Q2 		$243K Sell
3,168
-2,554
-45% -$195K 0.07% 228
2024
Q1 		$439K Sell
5,722
-580
-9% -$44.5K 0.12% 156
2023
Q4 		$485K Sell
6,302
-221
-3% -$16.7K 0.15% 129
2023
Q3 		$490K Buy
6,523
+93
+1% +$7.01K 0.18% 121
2023
Q2 		$486K Sell
6,430
-192
-3% -$14.6K 0.18% 123
2023
Q1 		$507K Sell
6,622
-578
-8% -$43.8K 0.21% 113
2022
Q4 		$542K Sell
7,200
-357
-5% -$26.8K 0.25% 94
2022
Q3 		$566K Buy
7,557
+840
+13% +$64.2K 0.28% 88
2022
Q2 		$516K Sell
6,717
-937
-12% -$72.2K 0.24% 102
2022
Q1 		$597K Buy
+7,654
New +$608K 0.23% 108

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.M. Kohn & Company's BSV Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 3,048 shares — an estimated $240K sold.

L.M. Kohn & Company first reported a position in BSV in Q1 2022 and held it in 14 quarters. The position peaked at $597K in Q1 2022. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,048 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $240K.
  • L.M. Kohn & Company first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Vanguard Short-Term Bond ETF position peaked at $597K in Q1 2022.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.