LSA
VTI icon

Lion Street Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lion Street Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.36M Buy
22,634
+10,890
+93% +$3.44M 1.86% 5
2025
Q2 		$3.57M Buy
11,744
+377
+3% +$106K 1.08% 16
2025
Q1 		$3.12M Sell
11,367
-385
-3% -$112K 0.99% 16
2024
Q4 		$3.41M Sell
11,752
-151
-1% -$44.1K 1.09% 15
2024
Q3 		$3.37M Sell
11,903
-4,944
-29% -$1.35M 1.17% 13
2024
Q2 		$4.51M Sell
16,847
-877
-5% -$227K 1.67% 8
2024
Q1 		$4.2M Hold
17,724
– – 1.72% 6
2023
Q4 		$4.2M Buy
17,724
+93
+0.5% +$20.6K 1.72% 6
2023
Q3 		$3.75M Sell
17,631
-5,003
-22% -$1.11M 1.22% 8
2023
Q2 		$5.36M Buy
22,634
+6,011
+36% +$1.25M 1.8% 5
2023
Q1 		$3.39M Buy
16,623
+12,964
+354% +$2.6M 1.05% 7
2022
Q4 		$867K Sell
3,659
-2,133
-37% -$411K 0.45% 31
2022
Q3 		$1.04M Buy
5,792
+2,133
+58% +$425K 0.52% 17
2022
Q2 		$866K Buy
3,659
+363
+11% +$74.6K 0.45% 31
2022
Q1 		$750K Sell
3,296
-364
-10% -$81.9K 0.38% 37
2021
Q4 		$884K Buy
3,660
+1
+0% +$236 0.43% 31
2021
Q3 		$811K Buy
3,659
+3,409
+1,364% +$777K 0.44% 33
2021
Q2 		$55.7K Buy
+250
New +$54.3K 2.02% 10
2021
Q1 		– Sell
-10,640
Closed -$1.95M – 45
2020
Q4 		$1.95M Sell
10,640
-46
-0.4% -$8.41K 4.74% 7
2020
Q3 		$1.83M Buy
10,686
+7,124
+200% +$1.2M 3.71% 7
2020
Q2 		$558K Hold
3,562
– – 3.9% 10
2020
Q1 		$459K Sell
3,562
-167
-4% -$25.8K 2.5% 9
2019
Q4 		$612K Buy
+3,729
New +$584K 2.94% 12

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Lion Street Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 93% in Q3 2025, buying an estimated $3.44M and bringing the position to 22,634 shares worth $5.36M. The position accounts for 1.86% of the portfolio, ranked #5.

Lion Street Advisors first reported a position in VTI in Q4 2019 and has held it in 23 quarters since. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Lion Street Advisors held 22,634 shares of Vanguard Morningstar Total Stock Market ETF worth $5.36M as of Q3 2025.
  • Lion Street Advisors bought 10,890 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $3.44M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.86% of Lion Street Advisors's portfolio in Q3 2025, its #5 holding.
  • Lion Street Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 23 quarters since.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

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