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

Lee, Danner & Bass’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-775
Closed -$125K – 687
2024
Q4 		$125K Buy
+775
New +$131K 0.01% 247

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Lee, Danner & Bass's VOE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 775 shares — an estimated $125K sold.

Lee, Danner & Bass first reported a position in VOE in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 775 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $125K.
  • Lee, Danner & Bass first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard Mid-Cap Value ETF position peaked at $125K in Q4 2024.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.