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Lion Street Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Lion Street Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.17M Sell
5,143
-10,154
-66% -$5.99M 0.75% 16
2025
Q2 		$8.69M Buy
15,297
+2,793
+22% +$1.47M 2.64% 3
2025
Q1 		$6.43M Buy
12,504
+1,421
+13% +$768K 2.04% 6
2024
Q4 		$5.97M Buy
11,083
+2,197
+25% +$1.19M 1.9% 7
2024
Q3 		$4.69M Buy
8,886
+1,158
+15% +$589K 1.63% 7
2024
Q2 		$3.87M Buy
7,728
+1,777
+30% +$855K 1.43% 10
2024
Q1 		$2.6M Hold
5,951
– – 1.06% 17
2023
Q4 		$2.6M Buy
5,951
+756
+15% +$310K 1.06% 17
2023
Q3 		$2.04M Buy
5,195
+32
+0.6% +$13.1K 0.67% 18
2023
Q2 		$2.18M Buy
5,163
+981
+23% +$378K 0.73% 16
2023
Q1 		$1.57M Buy
4,182
+304
+8% +$111K 0.49% 27
2022
Q4 		$1.64M Buy
3,878
+941
+32% +$332K 0.86% 9
2022
Q3 		$964K Sell
2,937
-941
-24% -$344K 0.48% 23
2022
Q2 		$1.64M Buy
3,878
+277
+8% +$104K 0.86% 9
2022
Q1 		$1.5M Sell
3,601
-290
-7% -$119K 0.77% 9
2021
Q4 		$1.7M Sell
3,891
-46
-1% -$19.4K 0.83% 9
2021
Q3 		$1.55M Buy
3,937
+3,822
+3,323% +$1.55M 0.84% 9
2021
Q2 		$45.3K Buy
+115
New +$44.1K 1.64% 13
2021
Q1 		– Sell
-4,462
Closed -$1.45M – 44
2020
Q4 		$1.45M Sell
4,462
-4,522
-50% -$1.47M 3.52% 9
2020
Q3 		$2.78M Buy
8,984
+5,994
+200% +$1.83M 5.65% 5
2020
Q2 		$847K Sell
2,990
-72
-2% -$19.4K 5.92% 6
2020
Q1 		$725K Sell
3,062
-39
-1% -$10.9K 3.95% 5
2019
Q4 		$918K Buy
+3,101
New +$877K 4.41% 9

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lion Street Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 66% in Q3 2025, selling an estimated $5.99M and leaving 5,143 shares worth $2.17M. The position accounts for 0.75% of the portfolio, ranked #16.

Lion Street Advisors first reported a position in VOO in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.69M in Q2 2025. 3,465 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Lion Street Advisors held 5,143 shares of Vanguard S&P 500 ETF worth $2.17M as of Q3 2025.
  • Lion Street Advisors sold 10,154 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $5.99M.
  • Vanguard S&P 500 ETF made up 0.75% of Lion Street Advisors's portfolio in Q3 2025, its #16 holding.
  • Lion Street Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
  • Lion Street Advisors's Vanguard S&P 500 ETF position peaked at $8.69M in Q2 2025.
  • 3,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

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