LMKC
VXF icon

L.M. Kohn & Company’s Vanguard Extended Market ETF VXF Stock Holding History

L.M. Kohn & Company’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,201
Closed -$617K – 277
2025
Q2 		$617K Sell
3,201
-2,450
-43% -$435K 0.17% 115
2025
Q1 		$973K Buy
5,651
+1,137
+25% +$215K 0.25% 79
2024
Q4 		$858K Sell
4,514
-107
-2% -$20.6K 0.22% 91
2024
Q3 		$841K Buy
4,621
+423
+10% +$74K 0.21% 103
2024
Q2 		$709K Buy
4,198
+140
+3% +$23.6K 0.19% 111
2024
Q1 		$711K Buy
4,058
+1,444
+55% +$240K 0.2% 109
2023
Q4 		$430K Buy
2,614
+569
+28% +$83.6K 0.14% 141
2023
Q3 		$293K Buy
2,045
+570
+39% +$85.5K 0.11% 165
2023
Q2 		$220K Buy
1,475
+46
+3% +$6.45K 0.08% 206
2023
Q1 		$200K Sell
1,429
-161
-10% -$22.8K 0.08% 202
2022
Q4 		$211K Sell
1,590
-672
-30% -$91.1K 0.1% 195
2022
Q3 		$288K Sell
2,262
-20
-0.9% -$2.82K 0.14% 155
2022
Q2 		$300K Sell
2,282
-1
-0% -$146 0.14% 167
2022
Q1 		$379K Buy
+2,283
New +$376K 0.15% 161

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

L.M. Kohn & Company sold out of Vanguard Extended Market ETF (VXF) in Q3 2025, closing a stake of 3,201 shares — an estimated $617K sold.

L.M. Kohn & Company first reported a position in VXF in Q1 2022 and held it in 14 quarters. The position peaked at $973K in Q1 2025. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Vanguard Extended Market ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,201 Vanguard Extended Market ETF shares in Q3 2025, an estimated $617K.
  • L.M. Kohn & Company first reported a position in Vanguard Extended Market ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Vanguard Extended Market ETF position peaked at $973K in Q1 2025.
  • 905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

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