Lebenthal Global Advisors
VFVA icon

Lebenthal Global Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Lebenthal Global Advisors’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.69M Buy
31,094
+11
+0% +$1.73K 0.63% 40
2026
Q2 		$4.61M Sell
31,083
-118
-0.4% -$16.9K 0.62% 41
2026
Q1 		$4.2M Buy
31,201
+236
+0.8% +$32.6K 0.61% 34
2025
Q4 		$4.11M Buy
30,965
+1,994
+7% +$257K 0.63% 29
2025
Q3 		$3.69M Sell
28,971
-149
-0.5% -$18.5K 0.65% 27
2025
Q2 		$3.44M Sell
29,120
-58
-0.2% -$6.47K 0.64% 29
2025
Q1 		$3.33M Buy
29,178
+3,373
+13% +$402K 0.62% 24
2024
Q4 		$3.05M Buy
+25,805
New +$3.17M 0.56% 30

Other funds holding VFVA

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Burrus Financial Services
Burrus Financial Services Salt Lake City, Utah $222M AUM 5.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $207M AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lebenthal Global Advisors's VFVA Position: Q3 2026 in Review

Lebenthal Global Advisors increased its Vanguard US Value Factor ETF (VFVA) stake by 0.04% in Q3 2026, buying an estimated $1.73K and bringing the position to 31,094 shares worth $4.69M. The position accounts for 0.63% of the portfolio, ranked #40.

Lebenthal Global Advisors first reported a position in VFVA in Q4 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold VFVA as of Q3 2026.

  • Lebenthal Global Advisors held 31,094 shares of Vanguard US Value Factor ETF worth $4.69M as of Q3 2026.
  • Lebenthal Global Advisors bought 11 Vanguard US Value Factor ETF shares in Q3 2026, an estimated $1.73K.
  • Vanguard US Value Factor ETF made up 0.63% of Lebenthal Global Advisors's portfolio in Q3 2026, its #40 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard US Value Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • 60 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.