LMKC
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L.M. Kohn & Company’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

L.M. Kohn & Company’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,555
Closed -$227K – 276
2025
Q2 		$227K Buy
+4,555
New +$226K 0.06% 245

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

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

L.M. Kohn & Company sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2025, closing a stake of 4,555 shares — an estimated $227K sold.

L.M. Kohn & Company first reported a position in VUSB in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 386 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 4,555 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $227K.
  • L.M. Kohn & Company first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2025 and held it in 1 quarter.
  • L.M. Kohn & Company's Vanguard Ultra-Short Bond ETF position peaked at $227K in Q2 2025.
  • 386 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

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