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

Lee, Danner & Bass’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-105
Closed -$26.6K – 691
2024
Q4 		$26.6K Buy
+105
New +$27K ﹤0.01% 425

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 105 shares — an estimated $26.6K sold.

Lee, Danner & Bass first reported a position in VOT in Q4 2024 and held it in 1 quarter. The position peaked at $26.6K in Q4 2024. 975 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 105 Vanguard Mid-Cap Growth ETF shares in Q1 2025, an estimated $26.6K.
  • Lee, Danner & Bass first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard Mid-Cap Growth ETF position peaked at $26.6K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2025.

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