Lee, Danner & Bass
VOO icon

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
Q3 		$633K Hold
903
– – 0.04% 174
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Lee, Danner & Bass's VOO Position: Q3 2026 in Review

Lee, Danner & Bass held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 903 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #174.

Lee, Danner & Bass first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. 2,676 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Lee, Danner & Bass held 903 shares of Vanguard S&P 500 ETF worth $633K as of Q3 2026.
  • Lee, Danner & Bass left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.04% of Lee, Danner & Bass's portfolio in Q3 2026, its #174 holding.
  • Lee, Danner & Bass first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.