LMKC
VOO icon

L.M. Kohn & Company’s Vanguard S&P 500 ETF VOO Stock Holding History

L.M. Kohn & Company’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.13M Sell
3,475
-8,356
-71% -$4.93M 2.56% 8
2025
Q2 		$6.72M Sell
11,831
-1,057
-8% -$556K 1.81% 11
2025
Q1 		$6.62M Buy
12,888
+1,598
+14% +$864K 1.73% 11
2024
Q4 		$6.08M Buy
11,290
+1,574
+16% +$853K 1.57% 11
2024
Q3 		$5.13M Sell
9,716
-3
-0% -$1.52K 1.3% 14
2024
Q2 		$4.86M Buy
9,719
+346
+4% +$166K 1.32% 14
2024
Q1 		$4.51M Buy
9,373
+1,834
+24% +$839K 1.27% 15
2023
Q4 		$3.29M Buy
7,539
+130
+2% +$53.2K 1.05% 16
2023
Q3 		$2.91M Buy
7,409
+228
+3% +$93.2K 1.06% 15
2023
Q2 		$2.92M Buy
7,181
+172
+2% +$66.4K 1.1% 16
2023
Q1 		$2.64M Sell
7,009
-513
-7% -$188K 1.09% 15
2022
Q4 		$2.64M Sell
7,522
-2,169
-22% -$766K 1.24% 12
2022
Q3 		$3.18M Sell
9,691
-558
-5% -$204K 1.56% 10
2022
Q2 		$3.56M Sell
10,249
-793
-7% -$299K 1.66% 9
2022
Q1 		$4.58M Buy
+11,042
New +$4.52M 1.77% 9

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

L.M. Kohn & Company reduced its Vanguard S&P 500 ETF (VOO) stake by 71% in Q3 2025, selling an estimated $4.93M and leaving 3,475 shares worth $2.13M. The position accounts for 2.56% of the portfolio, ranked #8.

L.M. Kohn & Company first reported a position in VOO in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.72M in Q2 2025. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • L.M. Kohn & Company held 3,475 shares of Vanguard S&P 500 ETF worth $2.13M as of Q3 2025.
  • L.M. Kohn & Company sold 8,356 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $4.93M.
  • Vanguard S&P 500 ETF made up 2.56% of L.M. Kohn & Company's portfolio in Q3 2025, its #8 holding.
  • L.M. Kohn & Company first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Vanguard S&P 500 ETF position peaked at $6.72M in Q2 2025.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

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