Kohmann Bosshard Financial Services, LLC VFIAX VANGUARD 500 INDEX ADMIR

Ownership history in Kohmann Bosshard Financial Services, LLC  ·  3 quarters on record

AI Ownership Summary

Kohmann Bosshard Financial Services, LLC reported VANGUARD 500 INDEX ADMIR (VFIAX) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows VFIAX at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VFIAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kohmann Bosshard Financial Services, LLC's position in VANGUARD 500 INDEX ADMIR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VFIAX was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kohmann Bosshard Financial Services, LLC held VFIAX — position size vs. price
% of Fund (quarterly)    VFIAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,978 -65 -1.6% 0.20% $2.4M 2026-04-23 $656.32
2025 Q4 ADDED 4,043 +230 +6.0% 0.23% $2.6M 2026-01-30 $638.98
2025 Q1 INITIATED 3,813 0.23% $2.0M 2025-05-12 $533.48

FAQ About Kohmann Bosshard Financial Services, LLC and VFIAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kohmann Bosshard Financial Services, LLC reported owning VFIAX?

Kohmann Bosshard Financial Services, LLC reported VFIAX across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VFIAX position in Kohmann Bosshard Financial Services, LLC's portfolio?

The largest reported portfolio weight for VFIAX was 0.23% in 2025 Q1.

What is the latest reported VFIAX position on this page?

The most recent filing on this page is 2026 Q1, when Kohmann Bosshard Financial Services, LLC reported 3,978 shares, equal to 0.20% of portfolio, with an estimated market value of $2.4M.

What does the chart on this VFIAX ownership page compare?

The chart compares Kohmann Bosshard Financial Services, LLC's quarterly VFIAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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