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Vanguard Small-Cap ETF shares owned by Lion Street Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Lion Street Advisors from 13F filings

Historical chart of Lion Street Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Lion Street Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $315k 1.5k 213.33
2023-12-31 $315k 1.5k 213.33
2023-09-30 $289k 1.5k 189.07
2023-06-30 $425k 1.9k 229.49
2023-03-31 $373k 2.0k 189.56

More positions owned by Lion Street Advisors

General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Darden Restaurants (DRI)
Vanguard Index Fds Mid Cap Etf (VO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)

View all positions for Lion Street Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors

View all funds holding Vanguard Small-Cap ETF