Lebenthal Global Advisors
VOO icon

Lebenthal Global Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Lebenthal Global Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$368K Buy
525
+22
+4% +$15.4K 0.05% 165
2026
Q2 		$345K Sell
503
-1
-0.2% -$667 0.05% 175
2026
Q1 		$301K Sell
504
-32
-6% -$20K 0.04% 177
2025
Q4 		$336K Sell
536
-51
-9% -$31.7K 0.05% 164
2025
Q3 		$359K Sell
587
-88
-13% -$51.9K 0.06% 169
2025
Q2 		$384K Buy
675
+66
+11% +$34.7K 0.07% 150
2025
Q1 		$313K Buy
609
+3
+0.5% +$1.62K 0.06% 162
2024
Q4 		$327K Sell
606
-149
-20% -$80.7K 0.06% 175
2024
Q3 		$398K Buy
755
+52
+7% +$26.4K 0.08% 139
2024
Q2 		$352K Buy
+703
New +$338K 0.08% 142
2021
Q1 		– Sell
-60
Closed -$20K – 527
2020
Q4 		$20K Buy
+60
New +$19.6K 0.01% 376

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

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

Lebenthal Global Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q3 2026, buying an estimated $15.4K and bringing the position to 525 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #165.

Lebenthal Global Advisors first reported a position in VOO in Q4 2020 and has held it in 11 quarters since. The position peaked at $398K in Q3 2024. 3,526 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Lebenthal Global Advisors held 525 shares of Vanguard S&P 500 ETF worth $368K as of Q3 2026.
  • Lebenthal Global Advisors bought 22 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $15.4K.
  • Vanguard S&P 500 ETF made up 0.05% of Lebenthal Global Advisors's portfolio in Q3 2026, its #165 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
  • Lebenthal Global Advisors's Vanguard S&P 500 ETF position peaked at $398K in Q3 2024.
  • 3,526 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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