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Lion Street Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Lion Street Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$10.4K – 184
2021
Q2 		$10.4K Buy
+100
New +$10.2K 0.38% 45

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lion Street Advisors's VT Position: Q3 2021 in Review

Lion Street Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2021, closing a stake of 100 shares — an estimated $10.4K sold.

Lion Street Advisors first reported a position in VT in Q2 2021 and held it in 1 quarter. The position peaked at $10.4K in Q2 2021. 643 funds tracked by Wall St. Rank hold VT as of Q3 2021.

  • Lion Street Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 100 Vanguard Total World Stock ETF shares in Q3 2021, an estimated $10.4K.
  • Lion Street Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2021 and held it in 1 quarter.
  • Lion Street Advisors's Vanguard Total World Stock ETF position peaked at $10.4K in Q2 2021.
  • 643 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.