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 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 $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Lebenthal Global Advisors opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,637 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings. This is a return to the name: Lebenthal Global Advisors previously reported a position in VO as recently as Q3 2025.

Lebenthal Global Advisors first reported a position in VO in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.32M in Q1 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lebenthal Global Advisors held 2,637 shares of Vanguard Morningstar Mid-Cap ETF worth $212K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Lebenthal Global Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Lebenthal Global Advisors's portfolio in Q2 2026, its #197 holding.
Lebenthal Global Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 8 quarters since.
Lebenthal Global Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.32M in Q1 2022.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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