VXF β€” VANGUARD INDEX FDS

Ownership history in L.M. KOHN & COMPANY  Β·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported VANGUARD INDEX FDS (VXF) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.25% in 2025 Q1. The latest visible filing shows VXF at 0.17% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in VANGUARD INDEX FDS, 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
2025 Q2

VXF was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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
2023 Q4 to 2025 Q2

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 L.M. KOHN & COMPANY held VXF β€” position size vs. price
% of Fund (quarterly)    VXF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 3,201 -2,450 -43.4% 0.17% $617K 2025-08-04 $195.56
2025 Q1 ADDED 5,651 +1,137 +25.2% 0.25% $973K 2025-04-21 $156.28
2024 Q4 REDUCED 4,514 -107 -2.3% 0.22% $858K 2025-01-30 $197.68
2024 Q3 ADDED 4,621 +423 +10.1% 0.21% $841K 2024-11-14 $192.19
2024 Q2 ADDED 4,198 +140 +3.4% 0.19% $709K 2024-07-31 $175.73
2024 Q1 ADDED 4,058 +1,444 +55.2% 0.20% $711K 2024-04-25 $161.23
2023 Q4 ADDED 2,614 +569 +27.8% 0.14% $430K 2024-02-09 $162.16
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and VXF

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

How long has L.M. KOHN & COMPANY reported owning VXF?

L.M. KOHN & COMPANY reported VXF across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported VXF position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for VXF was 0.25% in 2025 Q1.

What is the latest reported VXF position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 3,201 shares, equal to 0.17% of portfolio, with an estimated market value of $617K.

What does the chart on this VXF ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly VXF 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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