SEC 13F Intelligence

L.m. Kohn & Company / VTI

L.m. Kohn & Company’s Vanguard Index Fds Position

Does L.m. Kohn & Company own Vanguard Index Fds (VTI)? Yes3.0K shares worth $995,884 (+1.20% of its 13F portfolio) as of Q3 2025, down from 23.6K shares the prior filed quarter.

Position Value
$995,884
Q3 2025
Shares
3.0K
% of Portfolio
+1.20%
Quarters Held
15
currently held

Position History VTI

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $995,884Q3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20253.0K$995,884+1.20%
Q2 202523.6K$7M+1.93%
Q1 202520.1K$6M+1.45%
Q4 202419.4K$6M+1.45%
Q3 202420.3K$6M+1.46%
Q2 202419.9K$5M+1.44%
Q1 202419.8K$5M+1.45%
Q4 202316.4K$4M+1.24%
Q3 202316.2K$3M+1.26%
Q2 202315.9K$4M+1.32%
Q1 202314.5K$3M+1.22%
Q4 202212.6K$2M+1.13%
Q3 202213.0K$2M+1.14%
Q2 202213.0K$2M+1.14%
Q1 202213.5K$3M+1.19%

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 VTI.