LSA
VO icon

Lion Street Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Lion Street Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.9M Sell
30,044
-28,872
-49% -$2.07M 0.66% 19
2025
Q2 		$4.12M Buy
58,916
+2,764
+5% +$181K 1.25% 11
2025
Q1 		$3.63M Buy
56,152
+176
+0.3% +$11.8K 1.15% 15
2024
Q4 		$3.7M Buy
55,976
+5,736
+11% +$389K 1.18% 13
2024
Q3 		$3.31M Sell
50,240
-216
-0.4% -$13.6K 1.15% 14
2024
Q2 		$3.05M Sell
50,456
-8
-0% -$486 1.13% 15
2024
Q1 		$2.93M Hold
50,464
– – 1.2% 11
2023
Q4 		$2.93M Buy
50,464
+20,072
+66% +$1.07M 1.2% 11
2023
Q3 		$1.58M Sell
30,392
-312
-1% -$17.1K 0.52% 33
2023
Q2 		$1.94M Buy
30,704
+2,856
+10% +$150K 0.65% 20
2023
Q1 		$1.47M Buy
+27,848
New +$1.48M 0.45% 33

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return