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Lebenthal Global Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lebenthal Global Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335K Sell
3,886
-1,094
-22% -$92.1K 0.05% 177
2026
Q1 		$363K Buy
4,980
+354
+8% +$27.5K 0.05% 170
2025
Q4 		$376K Sell
4,626
-246
-5% -$20K 0.06% 159
2025
Q3 		$389K Buy
4,872
+348
+8% +$26.6K 0.07% 163
2025
Q2 		$331K Buy
+4,524
New +$298K 0.06% 161
2024
Q4 		– Sell
-27,552
Closed -$1.76M – 212
2024
Q3 		$1.76M Buy
27,552
+17,580
+176% +$1.09M 0.36% 38
2024
Q2 		$622K Buy
+9,972
New +$582K 0.14% 96

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Lebenthal Global Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 22% in Q2 2026, selling an estimated $92.1K and leaving 3,886 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #177.

Lebenthal Global Advisors first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lebenthal Global Advisors held 3,886 shares of Vanguard Morningstar Growth ETF worth $335K as of Q2 2026.
  • Lebenthal Global Advisors sold 1,094 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $92.1K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Lebenthal Global Advisors's portfolio in Q2 2026, its #177 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Lebenthal Global Advisors's Vanguard Morningstar Growth ETF position peaked at $1.76M in Q3 2024.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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