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Lebenthal Global Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Lebenthal Global Advisors increased its Vanguard Growth ETF (VUG) stake by 7.7% in Q1 2026, buying an estimated $27.5K and bringing the position to 4,980 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #170.

Lebenthal Global Advisors first reported a position in VUG in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Lebenthal Global Advisors held 4,980 shares of Vanguard Growth ETF worth $363K as of Q1 2026.
  • Lebenthal Global Advisors bought 354 Vanguard Growth ETF shares in Q1 2026, an estimated $27.5K.
  • Vanguard Growth ETF made up 0.05% of Lebenthal Global Advisors's portfolio in Q1 2026, its #170 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Lebenthal Global Advisors's Vanguard Growth ETF position peaked at $1.76M in Q3 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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