LGA
VTI icon

Lebenthal Global Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lebenthal Global Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Sell
32,786
-9,322
-22% -$3.33M 1.64% 14
2026
Q1 		$13.5M Buy
42,108
+1,070
+3% +$359K 1.96% 14
2025
Q4 		$13.8M Buy
41,038
+11,030
+37% +$3.67M 2.12% 12
2025
Q3 		$9.85M Sell
30,008
-8,932
-23% -$2.82M 1.72% 14
2025
Q2 		$11.8M Sell
38,940
-4,366
-10% -$1.23M 2.21% 12
2025
Q1 		$11.9M Buy
43,306
+22,502
+108% +$6.54M 2.23% 13
2024
Q4 		$6.03M Buy
20,804
+5,592
+37% +$1.63M 1.1% 19
2024
Q3 		$4.31M Sell
15,212
-2,848
-16% -$777K 0.87% 20
2024
Q2 		$4.83M Buy
18,060
+357
+2% +$92.4K 1.06% 17
2024
Q1 		$4.6M Sell
17,703
-469
-3% -$116K 1.02% 17
2023
Q4 		$4.31M Buy
18,172
+8,684
+92% +$1.92M 1% 18
2023
Q3 		$2.02M Buy
9,488
+298
+3% +$66K 0.61% 26
2023
Q2 		$2.02M Sell
9,190
-516
-5% -$108K 0.59% 20
2023
Q1 		$1.98M Sell
9,706
-817
-8% -$164K 0.61% 19
2022
Q4 		$2.01M Buy
10,523
+8,322
+378% +$1.6M 0.66% 19
2022
Q3 		$395K Sell
2,201
-1,120
-34% -$223K 0.18% 73
2022
Q2 		$626K Buy
3,321
+211
+7% +$43.4K 0.3% 46
2022
Q1 		$708K Buy
+3,110
New +$699K 0.3% 53

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lebenthal Global Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, selling an estimated $3.33M and leaving 32,786 shares worth $12.1M. The position accounts for 1.64% of the portfolio, ranked #14.

Lebenthal Global Advisors first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.8M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lebenthal Global Advisors held 32,786 shares of Vanguard Morningstar Total Stock Market ETF worth $12.1M as of Q2 2026.
  • Lebenthal Global Advisors sold 9,322 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.33M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.64% of Lebenthal Global Advisors's portfolio in Q2 2026, its #14 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Lebenthal Global Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $13.8M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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