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Vanguard Mortgage Bkd Sects ETF shares owned by Lion Street Advisors

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Lion Street Advisors from 13F filings

Historical chart of Lion Street Advisors investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects 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 Mortgage Bkd Sects ETF by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 5.0k 46.36
2023-12-31 $234k 5.0k 46.36
2023-09-30 $221k 5.0k 43.78
2020-12-31 $209k 3.9k 54.02
2020-09-30 $621k 11k 54.50
2020-06-30 $206k 3.8k 54.24
2020-03-31 $211k 3.9k 54.45

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General Mills (GIS)
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Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
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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 Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
Ameriprise Financial
Morgan Stanley
Envestnet Portfolio Solutions
Lincoln National
Mather Group
Charles Schwab Investment Management
Keybank National Association

View all funds holding Vanguard Mortgage Bkd Sects ETF