LMKC
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L.M. Kohn & Company’s Vanguard Total Stock Market ETF VTI Stock Holding History

L.M. Kohn & Company’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$996K Sell
3,035
-20,566
-87% -$6.5M 1.2% 22
2025
Q2 		$7.17M Buy
23,601
+3,456
+17% +$972K 1.93% 9
2025
Q1 		$5.54M Buy
20,145
+782
+4% +$227K 1.45% 14
2024
Q4 		$5.61M Sell
19,363
-952
-5% -$278K 1.45% 14
2024
Q3 		$5.75M Buy
20,315
+385
+2% +$105K 1.46% 12
2024
Q2 		$5.33M Buy
19,930
+96
+0.5% +$24.8K 1.44% 12
2024
Q1 		$5.15M Buy
19,834
+3,446
+21% +$853K 1.45% 13
2023
Q4 		$3.89M Buy
16,388
+155
+1% +$34.3K 1.24% 14
2023
Q3 		$3.45M Buy
16,233
+337
+2% +$74.6K 1.26% 14
2023
Q2 		$3.5M Buy
15,896
+1,435
+10% +$299K 1.32% 12
2023
Q1 		$2.95M Buy
14,461
+1,854
+15% +$371K 1.22% 12
2022
Q4 		$2.41M Sell
12,607
-375
-3% -$72.3K 1.13% 15
2022
Q3 		$2.33M Hold
12,982
– – 1.14% 14
2022
Q2 		$2.45M Sell
12,982
-555
-4% -$114K 1.14% 15
2022
Q1 		$3.08M Buy
+13,537
New +$3.04M 1.19% 12

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

L.M. Kohn & Company reduced its Vanguard Total Stock Market ETF (VTI) stake by 87% in Q3 2025, selling an estimated $6.5M and leaving 3,035 shares worth $996K. The position accounts for 1.2% of the portfolio, ranked #22.

L.M. Kohn & Company first reported a position in VTI in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.17M in Q2 2025. 3,246 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • L.M. Kohn & Company held 3,035 shares of Vanguard Total Stock Market ETF worth $996K as of Q3 2025.
  • L.M. Kohn & Company sold 20,566 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $6.5M.
  • Vanguard Total Stock Market ETF made up 1.2% of L.M. Kohn & Company's portfolio in Q3 2025, its #22 holding.
  • L.M. Kohn & Company first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Vanguard Total Stock Market ETF position peaked at $7.17M in Q2 2025.
  • 3,246 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

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