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Lion Street Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Lion Street Advisors’s Portfolio VCEB Stock Details VCEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,245
Closed -$388K – 278
2024
Q2 		$388K Hold
6,245
– – 0.14% 155
2024
Q1 		$396K Hold
6,245
– – 0.16% 138
2023
Q4 		$396K Hold
6,245
– – 0.16% 138
2023
Q3 		$371K Buy
+6,245
New +$380K 0.12% 149
2023
Q2 		– Sell
-6,245
Closed -$392K – 294
2023
Q1 		$392K Buy
+6,245
New +$387K 0.12% 145
2022
Q4 		– Sell
-3,704
Closed -$220K – 171
2022
Q3 		$220K Buy
+3,704
New +$233K 0.11% 119

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lion Street Advisors's VCEB Position: Q3 2024 in Review

Lion Street Advisors sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q3 2024, closing a stake of 6,245 shares — an estimated $388K sold.

Lion Street Advisors first reported a position in VCEB in Q3 2022 and held it in 6 quarters. The position peaked at $396K in Q1 2024. 78 funds tracked by Wall St. Rank hold VCEB as of Q3 2024.

  • Lion Street Advisors reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Lion Street Advisors sold 6,245 Vanguard ESG US Corporate Bond ETF shares in Q3 2024, an estimated $388K.
  • Lion Street Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
  • Lion Street Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $396K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q3 2024.

Based on Lion Street Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.