Lebenthal Global Advisors’s Vanguard 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
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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lebenthal Global Advisors's VO Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2025, closing a stake of 2,960 shares — an estimated $217K sold.

Lebenthal Global Advisors first reported a position in VO in Q4 2020 and held it in 7 quarters. The position peaked at $2.32M in Q1 2022. 2,368 funds tracked by Wall St. Rank hold VO as of Q4 2025.

Lebenthal Global Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Lebenthal Global Advisors sold 2,960 Vanguard Mid-Cap ETF shares in Q4 2025, an estimated $217K.
Lebenthal Global Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
Lebenthal Global Advisors's Vanguard Mid-Cap ETF position peaked at $2.32M in Q1 2022.
2,368 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.