LMKC
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L.M. Kohn & Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

L.M. Kohn & Company’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$213K Sell
2,900
-2,004
-41% -$144K 0.26% 111
2025
Q2 		$343K Sell
4,904
-6,204
-56% -$407K 0.09% 180
2025
Q1 		$718K Buy
11,108
+1,944
+21% +$130K 0.19% 116
2024
Q4 		$605K Buy
9,164
+892
+11% +$60.6K 0.16% 125
2024
Q3 		$546K Buy
8,272
+2,936
+55% +$184K 0.14% 137
2024
Q2 		$335K Sell
5,336
-1,452
-21% -$88.2K 0.09% 190
2024
Q1 		$424K Sell
6,788
-2,012
-23% -$119K 0.12% 161
2023
Q4 		$512K Buy
8,800
+3,212
+57% +$172K 0.16% 127
2023
Q3 		$291K Sell
5,588
-392
-7% -$21.5K 0.11% 170
2023
Q2 		$329K Buy
5,980
+224
+4% +$11.7K 0.12% 153
2023
Q1 		$304K Sell
5,756
-40
-0.7% -$2.13K 0.13% 160
2022
Q4 		$295K Sell
5,796
-40
-0.7% -$2.04K 0.14% 157
2022
Q3 		$275K Sell
5,836
-2,160
-27% -$113K 0.13% 158
2022
Q2 		$394K Sell
7,996
-68
-0.8% -$3.67K 0.18% 139
2022
Q1 		$480K Buy
+8,064
New +$473K 0.19% 138

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

L.M. Kohn & Company reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 41% in Q3 2025, selling an estimated $144K and leaving 2,900 shares worth $213K. The position accounts for 0.26% of the portfolio, ranked #111.

L.M. Kohn & Company first reported a position in VO in Q1 2022 and has held it in 15 quarters since. The position peaked at $718K in Q1 2025. 2,221 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • L.M. Kohn & Company held 2,900 shares of Vanguard Morningstar Mid-Cap ETF worth $213K as of Q3 2025.
  • L.M. Kohn & Company sold 2,004 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $144K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.26% of L.M. Kohn & Company's portfolio in Q3 2025, its #111 holding.
  • L.M. Kohn & Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Vanguard Morningstar Mid-Cap ETF position peaked at $718K in Q1 2025.
  • 2,221 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

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