LMKC
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L.M. Kohn & Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

L.M. Kohn & Company’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,768
Closed -$494K – 275
2025
Q2 		$494K Sell
6,768
-1,998
-23% -$132K 0.13% 141
2025
Q1 		$542K Buy
8,766
+1,062
+14% +$71.6K 0.14% 139
2024
Q4 		$527K Buy
7,704
+318
+4% +$21.4K 0.14% 136
2024
Q3 		$473K Buy
7,386
+1,896
+35% +$118K 0.12% 154
2024
Q2 		$342K Sell
5,490
-366
-6% -$21.3K 0.09% 184
2024
Q1 		$336K Buy
+5,856
New +$322K 0.09% 189

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

L.M. Kohn & Company sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 6,768 shares — an estimated $494K sold.

L.M. Kohn & Company first reported a position in VUG in Q1 2024 and held it in 6 quarters. The position peaked at $542K in Q1 2025. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 6,768 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $494K.
  • L.M. Kohn & Company first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 6 quarters.
  • L.M. Kohn & Company's Vanguard Morningstar Growth ETF position peaked at $542K in Q1 2025.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

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