LMKC
VFMV icon

L.M. Kohn & Company’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

L.M. Kohn & Company’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,906
Closed -$495K – 303
2025
Q1 		$495K Buy
+3,906
New +$488K 0.13% 145

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FIA
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWG
Martin Worley Group Cottonwood Heights, Utah $204M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

L.M. Kohn & Company's VFMV Position: Q2 2025 in Review

L.M. Kohn & Company sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2025, closing a stake of 3,906 shares — an estimated $495K sold.

L.M. Kohn & Company first reported a position in VFMV in Q1 2025 and held it in 1 quarter. The position peaked at $495K in Q1 2025. 66 funds tracked by Wall St. Rank hold VFMV as of Q2 2025.

  • L.M. Kohn & Company reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,906 Vanguard US Minimum Volatility ETF shares in Q2 2025, an estimated $495K.
  • L.M. Kohn & Company first reported a position in Vanguard US Minimum Volatility ETF in Q1 2025 and held it in 1 quarter.
  • L.M. Kohn & Company's Vanguard US Minimum Volatility ETF position peaked at $495K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.