Lion Street Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Lion Street Advisors, LLC

$282 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$67.86 - $73.4 $347,307 - $375,661	5,118 New	5,118 $350,000

Others Institutions Holding VONG

# of Institutions

668

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.08 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.06 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$633 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$526 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$475 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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