Lebenthal Global Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,637	Closed	-$212K	–	210
2026 Q2	$212K	Buy	+2,637	New	+$204K	0.03%	197
2025 Q4	–	Sell	-2,960	Closed	-$217K	–	211
2025 Q3	$217K	Buy	+2,960	New	+$213K	0.04%	186
2022 Q3	–	Sell	-38,632	Closed	-$1.9M	–	135
2022 Q2	$1.9M	Sell	38,632 -388	-1%	-$21K	0.92%	18
2022 Q1	$2.32M	Buy	39,020 +21,388	+121%	+$1.25M	0.99%	19
2021 Q4	$1.12M	Buy	+17,632	New	+$1.11M	0.45%	24
2021 Q3	–	Sell	-9,448	Closed	-$560K	–	168
2021 Q2	$560K	Buy	9,448 +5,440	+136%	+$315K	0.3%	57
2021 Q1	$221K	Buy	4,008 +3,116	+349%	+$169K	0.14%	124
2020 Q4	$46K	Buy	+892	New	+$43.2K	0.03%	267

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

Lebenthal Global Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2026, closing a stake of 2,637 shares — an estimated $212K sold.

Lebenthal Global Advisors first reported a position in VO in Q4 2020 and held it in 8 quarters. The position peaked at $2.32M in Q1 2022. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Lebenthal Global Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Lebenthal Global Advisors sold 2,637 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $212K.
Lebenthal Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Lebenthal Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.32M in Q1 2022.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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