Lion Street Advisors’s Vanguard Morningstar 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lion Street Advisors's VO Position: Q3 2025 in Review

Lion Street Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 49% in Q3 2025, selling an estimated $2.07M and leaving 30,044 shares worth $1.9M. The position accounts for 0.66% of the portfolio, ranked #19.

Lion Street Advisors first reported a position in VO in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.12M in Q2 2025. 2,221 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Lion Street Advisors held 30,044 shares of Vanguard Morningstar Mid-Cap ETF worth $1.9M as of Q3 2025.
Lion Street Advisors sold 28,872 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $2.07M.
Vanguard Morningstar Mid-Cap ETF made up 0.66% of Lion Street Advisors's portfolio in Q3 2025, its #19 holding.
Lion Street Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2023 and has held it in 11 quarters since.
Lion Street Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.12M in Q2 2025.
2,221 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.