Lebenthal Global Advisors
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Lebenthal Global Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Lebenthal Global Advisors’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.06M Sell
39,212
-31,835
-45% -$4.01M 0.68% 38
2026
Q2 		$9.08M Sell
71,047
-75,218
-51% -$9.33M 1.22% 20
2026
Q1 		$16M Buy
146,265
+914
+0.6% +$107K 2.33% 12
2025
Q4 		$17.7M Buy
145,351
+18,495
+15% +$2.25M 2.73% 10
2025
Q3 		$15.3M Sell
126,856
-282
-0.2% -$32.3K 2.67% 9
2025
Q2 		$13.9M Sell
127,138
-16,934
-12% -$1.67M 2.59% 9
2025
Q1 		$13.4M Buy
144,072
+39,545
+38% +$4.02M 2.51% 11
2024
Q4 		$10.8M Sell
104,527
-5,014
-5% -$508K 1.97% 15
2024
Q3 		$10.6M Buy
109,541
+29,442
+37% +$2.75M 2.15% 13
2024
Q2 		$7.51M Sell
80,099
-5,914
-7% -$520K 1.65% 12
2024
Q1 		$7.45M Sell
86,013
-926
-1% -$76.8K 1.66% 12
2023
Q4 		$6.78M Buy
+86,939
New +$6.33M 1.58% 15
2023
Q2 		– Sell
-5,874
Closed -$369K – 127
2023
Q1 		$369K Sell
5,874
-46
-0.8% -$2.73K 0.11% 85
2022
Q4 		$326K Buy
+5,920
New +$335K 0.11% 101

Other funds holding VONG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

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

Lebenthal Global Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 45% in Q3 2026, selling an estimated $4.01M and leaving 39,212 shares worth $5.06M. The position accounts for 0.68% of the portfolio, ranked #38.

Lebenthal Global Advisors first reported a position in VONG in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.7M in Q4 2025. 653 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Lebenthal Global Advisors held 39,212 shares of Vanguard Russell 1000 Growth ETF worth $5.06M as of Q3 2026.
  • Lebenthal Global Advisors sold 31,835 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.01M.
  • Vanguard Russell 1000 Growth ETF made up 0.68% of Lebenthal Global Advisors's portfolio in Q3 2026, its #38 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Lebenthal Global Advisors's Vanguard Russell 1000 Growth ETF position peaked at $17.7M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

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