LSA
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Lion Street Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Lion Street Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.81M Buy
27,006
+5,465
+25% +$1.62M 2.01% 3
2025
Q2 		$6.15M Hold
21,541
– – 1.86% 7
2025
Q1 		$5.54M Sell
21,541
-3,000
-12% -$813K 1.76% 8
2024
Q4 		$6.62M Buy
24,541
+600
+3% +$163K 2.11% 4
2024
Q3 		$6.3M Sell
23,941
-2,200
-8% -$558K 2.2% 3
2024
Q2 		$6.53M Buy
26,141
+900
+4% +$216K 2.42% 3
2024
Q1 		$5.51M Hold
25,241
– – 2.25% 4
2023
Q4 		$5.51M Buy
25,241
+1,850
+8% +$378K 2.25% 4
2023
Q3 		$4.58M Sell
23,391
-3,615
-13% -$736K 1.49% 6
2023
Q2 		$5.81M Buy
27,006
+5,007
+23% +$960K 1.95% 4
2023
Q1 		$4.11M Buy
+21,999
New +$4.01M 1.27% 6
2020
Q2 		– Sell
-60
Closed -$7K – 406
2020
Q1 		$7K Buy
+60
New +$8.43K 0.04% 218

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return