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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Lebenthal Global Advisors's VOO Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6% in Q1 2026, selling an estimated $20K and leaving 504 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #177.

Lebenthal Global Advisors first reported a position in VOO in Q4 2020 and has held it in 9 quarters since. The position peaked at $398K in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Lebenthal Global Advisors held 504 shares of Vanguard S&P 500 ETF worth $301K as of Q1 2026.
Lebenthal Global Advisors sold 32 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $20K.
Vanguard S&P 500 ETF made up 0.04% of Lebenthal Global Advisors's portfolio in Q1 2026, its #177 holding.
Lebenthal Global Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
Lebenthal Global Advisors's Vanguard S&P 500 ETF position peaked at $398K in Q3 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.