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

Lion Street Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$251K Buy
1,726
+89
+5% +$15.1K 0.09% 181
2025
Q2 		$269K Buy
1,637
+4
+0.2% +$633 0.08% 228
2025
Q1 		$262K Buy
1,633
+86
+6% +$14.1K 0.08% 219
2024
Q4 		$250K Hold
1,547
– – 0.08% 224
2024
Q3 		$259K Sell
1,547
-167
-10% -$26.5K 0.09% 220
2024
Q2 		$258K Sell
1,714
-19
-1% -$2.88K 0.1% 213
2024
Q1 		$251K Hold
1,733
– – 0.1% 210
2023
Q4 		$251K Hold
1,733
– – 0.1% 210
2023
Q3 		$227K Buy
1,733
+7
+0.4% +$970 0.07% 224
2023
Q2 		$251K Buy
1,726
+91
+6% +$12.1K 0.08% 194
2023
Q1 		$219K Buy
+1,635
New +$227K 0.07% 217

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return