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Lee, Danner & Bass’s Vanguard Large-Cap ETF VV Stock Holding History

Lee, Danner & Bass’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Sell
3,993
-96
-2% -$32K 0.08% 141
2026
Q1 		$1.22M Hold
4,089
– – 0.08% 142
2025
Q4 		$1.29M Sell
4,089
-50
-1% -$15.6K 0.09% 127
2025
Q3 		$1.27M Buy
4,139
+57
+1% +$16.9K 0.09% 129
2025
Q2 		$1.16M Sell
4,082
-2
-0% -$527 0.09% 128
2025
Q1 		$1.05M Sell
4,084
-65
-2% -$17.6K 0.08% 130
2024
Q4 		$1.12M Sell
4,149
-50
-1% -$13.5K 0.09% 128
2024
Q3 		$1.1M Sell
4,199
-25
-0.6% -$6.34K 0.08% 133
2024
Q2 		$1.05M Buy
+4,224
New +$1.01M 0.08% 132
2023
Q4 		$1.03M Sell
4,716
-5
-0.1% -$1.02K 0.09% 129
2023
Q3 		$924K Sell
4,721
-115
-2% -$23.4K 0.08% 127
2023
Q2 		$980K Buy
4,836
+250
+5% +$47.9K 0.08% 129
2023
Q1 		$857K Hold
4,586
– – 0.08% 135
2022
Q4 		$799K Buy
4,586
+50
+1% +$8.77K 0.08% 139
2022
Q3 		$742K Sell
4,536
-250
-5% -$45.5K 0.08% 135
2022
Q2 		$825K Hold
4,786
– – 0.08% 126
2022
Q1 		$998K Sell
4,786
-30
-0.6% -$6.16K 0.09% 126
2021
Q4 		$1.06M Sell
4,816
-20
-0.4% -$4.29K 0.09% 117
2021
Q3 		$972K Sell
4,836
-365
-7% -$75.4K 0.09% 120
2021
Q2 		$1.04M Sell
5,201
-78
-1% -$15.2K 0.09% 118
2021
Q1 		$978K Buy
5,279
+70
+1% +$12.7K 0.09% 116
2020
Q4 		$915K Sell
5,209
-357
-6% -$59.3K 0.1% 113
2020
Q3 		$871K Sell
5,566
-35
-0.6% -$5.4K 0.1% 108
2020
Q2 		$801K Sell
5,601
-395
-7% -$53.4K 0.1% 113
2020
Q1 		$710K Buy
5,996
+25
+0.4% +$3.51K 0.1% 115
2019
Q4 		$883K Sell
5,971
-155
-3% -$21.9K 0.09% 118
2019
Q3 		$835K Sell
6,126
-704
-10% -$95.6K 0.09% 123
2019
Q2 		$920K Sell
6,830
-25
-0.4% -$3.31K 0.1% 116
2019
Q1 		$890K Sell
6,855
-310
-4% -$38.8K 0.1% 118
2018
Q4 		$823K Sell
7,165
-535
-7% -$66.2K 0.1% 118
2018
Q3 		$1.03M Buy
7,700
+130
+2% +$17K 0.1% 114
2018
Q2 		$944K Sell
7,570
-365
-5% -$45.3K 0.1% 118
2018
Q1 		$962K Buy
7,935
+160
+2% +$20.1K 0.1% 117
2017
Q4 		$953K Sell
7,775
-505
-6% -$60.3K 0.1% 115
2017
Q3 		$956K Sell
8,280
-20
-0.2% -$2.27K 0.1% 112
2017
Q2 		$921K Sell
8,300
-265
-3% -$29.1K 0.1% 112
2017
Q1 		$926K Buy
8,565
+3,600
+73% +$384K 0.1% 109
2016
Q4 		$508K Sell
4,965
-40
-0.8% -$4K 0.06% 125
2016
Q3 		$496K Sell
5,005
-15
-0.3% -$1.49K 0.06% 125
2016
Q2 		$481K Buy
5,020
+25
+0.5% +$2.37K 0.06% 124
2016
Q1 		$477K Sell
4,995
-165
-3% -$14.7K 0.06% 122
2015
Q4 		$482K Sell
5,160
-625
-11% -$58.8K 0.06% 122
2015
Q3 		$509K Sell
5,785
-160
-3% -$14.9K 0.07% 123
2015
Q2 		$564K Buy
5,945
+685
+13% +$66.3K 0.07% 121
2015
Q1 		$501K Sell
5,260
-35
-0.7% -$3.32K 0.06% 121
2014
Q4 		$500K Buy
5,295
+20
+0.4% +$1.84K 0.06% 122
2014
Q3 		$477K Sell
5,275
-510
-9% -$46.3K 0.06% 123
2014
Q2 		$521K Buy
5,785
+220
+4% +$19.2K 0.06% 113
2014
Q1 		$479K Buy
5,565
+120
+2% +$10.1K 0.06% 114
2013
Q4 		$462K Hold
5,445
– – 0.06% 111
2013
Q3 		$421K Hold
5,445
– – 0.06% 113
2013
Q2 		$400K Buy
+5,445
New +$401K 0.06% 114

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Lee, Danner & Bass reduced its Vanguard Large-Cap ETF (VV) stake by 2.3% in Q2 2026, selling an estimated $32K and leaving 3,993 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #141.

Lee, Danner & Bass first reported a position in VV in Q2 2013 and has held it in 52 quarters since. 614 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Lee, Danner & Bass held 3,993 shares of Vanguard Large-Cap ETF worth $1.37M as of Q2 2026.
  • Lee, Danner & Bass sold 96 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $32K.
  • Vanguard Large-Cap ETF made up 0.08% of Lee, Danner & Bass's portfolio in Q2 2026, its #141 holding.
  • Lee, Danner & Bass first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 614 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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