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Lee, Danner & Bass’s Vanguard Growth ETF VUG Stock Holding History

Lee, Danner & Bass’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Hold
8,196
– – 0.04% 176
2026
Q1 		$597K Hold
8,196
– – 0.04% 176
2025
Q4 		$666K Buy
8,196
+6
+0.1% +$487 0.05% 160
2025
Q3 		$655K Hold
8,190
– – 0.05% 161
2025
Q2 		$598K Hold
8,190
– – 0.05% 156
2025
Q1 		$506K Sell
8,190
-150
-2% -$10.1K 0.04% 165
2024
Q4 		$571K Hold
8,340
– – 0.05% 160
2024
Q3 		$534K Hold
8,340
– – 0.04% 168
2024
Q2 		$520K Buy
+8,340
New +$486K 0.04% 163

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Lee, Danner & Bass held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 8,196 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #176.

Lee, Danner & Bass first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lee, Danner & Bass held 8,196 shares of Vanguard Growth ETF worth $706K as of Q2 2026.
  • Lee, Danner & Bass left its Vanguard Growth ETF share count unchanged in Q2 2026.
  • Vanguard Growth ETF made up 0.04% of Lee, Danner & Bass's portfolio in Q2 2026, its #176 holding.
  • Lee, Danner & Bass first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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