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Lee, Danner & Bass’s Vanguard S&P 500 ETF VOO Stock Holding History

Lee, Danner & Bass’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$620K Buy
903
+41
+5% +$27.3K 0.04% 180
2026
Q1 		$515K Hold
862
– – 0.03% 188
2025
Q4 		$541K Buy
862
+157
+22% +$97.6K 0.04% 173
2025
Q3 		$432K Buy
705
+307
+77% +$181K 0.03% 184
2025
Q2 		$226K Hold
398
– – 0.02% 211
2025
Q1 		$205K Hold
398
– – 0.02% 214
2024
Q4 		$214K Hold
398
– – 0.02% 220
2024
Q3 		$210K Buy
+398
New +$202K 0.01% 212

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Lee, Danner & Bass increased its Vanguard S&P 500 ETF (VOO) stake by 4.8% in Q2 2026, buying an estimated $27.3K and bringing the position to 903 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #180.

Lee, Danner & Bass first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Lee, Danner & Bass held 903 shares of Vanguard S&P 500 ETF worth $620K as of Q2 2026.
  • Lee, Danner & Bass bought 41 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $27.3K.
  • Vanguard S&P 500 ETF made up 0.04% of Lee, Danner & Bass's portfolio in Q2 2026, its #180 holding.
  • Lee, Danner & Bass first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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