Lee, Danner & Bass’s Vanguard Mid-Cap ETF VO Stock Holding History

Lee, Danner & Bass’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$775K	Sell	9,620 -88	-0.9%	-$6.82K	0.04%	169
2026 Q1	$697K	Hold	9,708	–	–	0.04%	169
2025 Q4	$704K	Hold	9,708	–	–	0.05%	156
2025 Q3	$713K	Sell	9,708 -4	-0%	-$287	0.05%	153
2025 Q2	$679K	Sell	9,712 -208	-2%	-$13.7K	0.05%	152
2025 Q1	$641K	Hold	9,920	–	–	0.05%	155
2024 Q4	$655K	Sell	9,920 -280	-3%	-$19K	0.05%	155
2024 Q3	$673K	Sell	10,200 -240	-2%	-$15.1K	0.05%	156
2024 Q2	$632K	Buy	+10,440	New	+$634K	0.05%	156
2023 Q4	$628K	Hold	10,804	–	–	0.05%	150
2023 Q3	$562K	Sell	10,804 -260	-2%	-$14.3K	0.05%	151
2023 Q2	$609K	Buy	11,064 +100	+0.9%	+$5.24K	0.05%	151
2023 Q1	$578K	Hold	10,964	–	–	0.05%	151
2022 Q4	$559K	Sell	10,964 -24	-0.2%	-$1.22K	0.05%	150
2022 Q3	$516K	Sell	10,988 -72	-0.7%	-$3.76K	0.05%	151
2022 Q2	$545K	Buy	11,060 +64	+0.6%	+$3.46K	0.06%	148
2022 Q1	$654K	Sell	10,996 -980	-8%	-$57.5K	0.06%	144
2021 Q4	$763K	Buy	11,976 +784	+7%	+$49.1K	0.07%	137
2021 Q3	$662K	Hold	11,192	–	–	0.06%	140
2021 Q2	$664K	Buy	11,192 +212	+2%	+$12.3K	0.06%	142
2021 Q1	$608K	Buy	10,980 +300	+3%	+$16.3K	0.06%	140
2020 Q4	$552K	Sell	10,680 -240	-2%	-$11.6K	0.06%	136
2020 Q3	$481K	Hold	10,920	–	–	0.06%	137
2020 Q2	$447K	Sell	10,920 -120	-1%	-$4.6K	0.06%	136
2020 Q1	$363K	Hold	11,040	–	–	0.05%	140
2019 Q4	$492K	Sell	11,040 -100	-0.9%	-$4.29K	0.05%	142
2019 Q3	$467K	Sell	11,140 -1,360	-11%	-$56.8K	0.05%	145
2019 Q2	$522K	Sell	12,500 -100	-0.8%	-$4.09K	0.06%	142
2019 Q1	$506K	Sell	12,600 -280	-2%	-$10.8K	0.06%	141
2018 Q4	$445K	Sell	12,880 -500	-4%	-$18.8K	0.05%	140
2018 Q3	$549K	Buy	13,380 +660	+5%	+$26.9K	0.05%	138
2018 Q2	$501K	Buy	12,720 +1,260	+11%	+$49.5K	0.05%	134
2018 Q1	$442K	Hold	11,460	–	–	0.05%	139
2017 Q4	$443K	Hold	11,460	–	–	0.05%	138
2017 Q3	$421K	Hold	11,460	–	–	0.05%	138
2017 Q2	$408K	Sell	11,460 -220	-2%	-$7.77K	0.05%	135
2017 Q1	$407K	Buy	11,680 +2,700	+30%	+$92.8K	0.05%	134
2016 Q4	$296K	Sell	8,980 -340	-4%	-$11K	0.03%	146
2016 Q3	$302K	Sell	9,320 -100	-1%	-$3.21K	0.04%	141
2016 Q2	$291K	Hold	9,420	–	–	0.04%	143
2016 Q1	$291K	Sell	9,420 -80	-0.8%	-$2.26K	0.04%	142
2015 Q4	$285K	Hold	9,500	–	–	0.04%	141
2015 Q3	$277K	Sell	9,500 -20	-0.2%	-$623	0.04%	147
2015 Q2	$303K	Buy	9,520 +540	+6%	+$17.5K	0.04%	146
2015 Q1	$298K	Sell	8,980 -320	-3%	-$10.1K	0.04%	144
2014 Q4	$287K	Hold	9,300	–	–	0.03%	143
2014 Q3	$273K	Hold	9,300	–	–	0.03%	140
2014 Q2	$276K	Hold	9,300	–	–	0.03%	139
2014 Q1	$264K	Hold	9,300	–	–	0.03%	136
2013 Q4	$256K	Hold	9,300	–	–	0.03%	136
2013 Q3	$238K	Hold	9,300	–	–	0.03%	134
2013 Q2	$221K	Buy	+9,300	New	+$221K	0.03%	136

Other funds holding VO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lee, Danner & Bass's VO Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Vanguard Mid-Cap ETF (VO) stake by 0.91% in Q2 2026, selling an estimated $6.82K and leaving 9,620 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #169.

Lee, Danner & Bass first reported a position in VO in Q2 2013 and has held it in 52 quarters since. 1,170 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lee, Danner & Bass held 9,620 shares of Vanguard Mid-Cap ETF worth $775K as of Q2 2026.
Lee, Danner & Bass sold 88 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $6.82K.
Vanguard Mid-Cap ETF made up 0.04% of Lee, Danner & Bass's portfolio in Q2 2026, its #169 holding.
Lee, Danner & Bass first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
1,170 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.