SEC 13F Intelligence

L.m. Kohn & Company / VIG

L.m. Kohn & Company’s Vanguard Specialized Funds Position

Does L.m. Kohn & Company own Vanguard Specialized Funds (VIG)? Yes — 4.4K shares worth $946,483 (+1.14% of its 13F portfolio) as of Q3 2025, down from 4.9K shares the prior filed quarter.

Position Value
$946,483
Q3 2025
Shares
4.4K
% of Portfolio
+1.14%
Quarters Held
15
currently held

Position History VIG

Reported value by quarter
Q1 ’22: $1MQ1 ’22Q2 ’22: $960,000Q3 ’22: $910,000Q3 ’22Q4 ’22: $981,255Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $2MQ1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $995,324Q3 ’25: $946,483Q3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20254.4K$946,483+1.14%
Q2 20254.9K$995,324+0.27%
Q1 202512.4K$2M+0.63%
Q4 202411.3K$2M+0.57%
Q3 202410.2K$2M+0.51%
Q2 20247.8K$1M+0.39%
Q1 20248.2K$2M+0.42%
Q4 20237.1K$1M+0.39%
Q3 20238.3K$1M+0.47%
Q2 20238.8K$1M+0.54%
Q1 20238.2K$1M+0.53%
Q4 20226.5K$981,255+0.46%
Q3 20226.7K$910,000+0.45%
Q2 20226.7K$960,000+0.45%
Q1 20226.8K$1M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See L.m. Kohn & Company’s full portfolio or all institutional holders of VIG.