LDB
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Lee, Danner & Bass’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lee, Danner & Bass’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
3,113
+105
+3% +$37.5K 0.07% 148
2026
Q1 		$965K Buy
3,008
+130
+5% +$43.6K 0.06% 153
2025
Q4 		$965K Buy
2,878
+1
+0% +$333 0.07% 140
2025
Q3 		$944K Buy
2,877
+50
+2% +$15.8K 0.07% 140
2025
Q2 		$859K Hold
2,827
– – 0.07% 141
2025
Q1 		$777K Hold
2,827
– – 0.06% 143
2024
Q4 		$819K Hold
2,827
– – 0.06% 143
2024
Q3 		$800K Sell
2,827
-121
-4% -$33K 0.06% 149
2024
Q2 		$789K Buy
+2,948
New +$763K 0.06% 146
2023
Q4 		$382K Hold
1,612
– – 0.03% 171
2023
Q3 		$342K Hold
1,612
– – 0.03% 177
2023
Q2 		$355K Hold
1,612
– – 0.03% 173
2023
Q1 		$329K Sell
1,612
-15
-0.9% -$3K 0.03% 175
2022
Q4 		$311K Hold
1,627
– – 0.03% 176
2022
Q3 		$292K Hold
1,627
– – 0.03% 172
2022
Q2 		$307K Hold
1,627
– – 0.03% 171
2022
Q1 		$370K Sell
1,627
-76
-4% -$17.1K 0.03% 167
2021
Q4 		$411K Hold
1,703
– – 0.04% 159
2021
Q3 		$378K Sell
1,703
-20
-1% -$4.56K 0.03% 163
2021
Q2 		$384K Buy
1,723
+96
+6% +$20.8K 0.03% 163
2021
Q1 		$336K Sell
1,627
-25
-2% -$5.06K 0.03% 160
2020
Q4 		$322K Hold
1,652
– – 0.03% 162
2020
Q3 		$281K Hold
1,652
– – 0.03% 160
2020
Q2 		$259K Buy
+1,652
New +$244K 0.03% 161
2020
Q1 		– Sell
-1,581
Closed -$259K – 180
2019
Q4 		$259K Buy
+1,581
New +$248K 0.03% 161

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Lee, Danner & Bass increased its Vanguard Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, buying an estimated $37.5K and bringing the position to 3,113 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #148.

Lee, Danner & Bass first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. 1,775 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lee, Danner & Bass held 3,113 shares of Vanguard Total Stock Market ETF worth $1.15M as of Q2 2026.
  • Lee, Danner & Bass bought 105 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $37.5K.
  • Vanguard Total Stock Market ETF made up 0.07% of Lee, Danner & Bass's portfolio in Q2 2026, its #148 holding.
  • Lee, Danner & Bass first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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