Lebenthal Global Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lebenthal Global Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.81M	Buy	+15,861	New	+$4.55M	0.65%	40
2021 Q4	–	Sell	-1,150	Closed	-$251K	–	184
2021 Q3	$251K	Sell	1,150 -1,000	-47%	-$222K	0.16%	107
2021 Q2	$484K	Hold	2,150	–	–	0.26%	73
2021 Q1	$460K	Hold	2,150	–	–	0.28%	57
2020 Q4	$418K	Buy	+2,150	New	+$379K	0.3%	41

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lebenthal Global Advisors's VB Position: Q2 2026 in Review

Lebenthal Global Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 15,861 shares worth $4.81M. The stake represents 0.65% of the portfolio and ranks #40 among its holdings. This is a return to the name: Lebenthal Global Advisors previously reported a position in VB as recently as Q3 2021.

Lebenthal Global Advisors first reported a position in VB in Q4 2020 and has held it in 5 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Lebenthal Global Advisors held 15,861 shares of Vanguard Morningstar Small-Cap ETF worth $4.81M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Lebenthal Global Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.65% of Lebenthal Global Advisors's portfolio in Q2 2026, its #40 holding.
Lebenthal Global Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 5 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.