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

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

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

Lion Street Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.4% in Q3 2025, buying an estimated $15.1K and bringing the position to 1,726 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #181.

Lion Street Advisors first reported a position in VOE in Q1 2023 and has held it in 11 quarters since. The position peaked at $269K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • Lion Street Advisors held 1,726 shares of Vanguard Morningstar Mid-Cap Value ETF worth $251K as of Q3 2025.
  • Lion Street Advisors bought 89 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $15.1K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #181 holding.
  • Lion Street Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
  • Lion Street Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $269K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

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