Lee, Danner & Bass
VXF icon

Lee, Danner & Bass’s Vanguard Extended Market ETF VXF Stock Holding History

Lee, Danner & Bass’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-850
Closed -$209K – 250
2026
Q2 		$209K Buy
+850
New +$195K 0.01% 241
2025
Q1 		– Sell
-900
Closed -$171K – 700
2024
Q4 		$171K Buy
+900
New +$173K 0.01% 234
2022
Q4 		– Sell
-1,725
Closed -$219K – 201
2022
Q3 		$219K Hold
1,725
– – 0.02% 183
2022
Q2 		$226K Hold
1,725
– – 0.02% 185
2022
Q1 		$286K Hold
1,725
– – 0.02% 177
2021
Q4 		$315K Sell
1,725
-75
-4% -$14.1K 0.03% 173
2021
Q3 		$328K Sell
1,800
-54
-3% -$10.1K 0.03% 171
2021
Q2 		$350K Hold
1,854
– – 0.03% 167
2021
Q1 		$328K Sell
1,854
-200
-10% -$35.5K 0.03% 161
2020
Q4 		$338K Sell
2,054
-400
-16% -$59.3K 0.04% 160
2020
Q3 		$318K Sell
2,454
-100
-4% -$12.7K 0.04% 156
2020
Q2 		$302K Hold
2,554
– – 0.04% 155
2020
Q1 		$231K Buy
+2,554
New +$297K 0.03% 157

Other funds holding VXF

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Vanguard Extended Market ETF (VXF) in Q3 2026, closing a stake of 850 shares — an estimated $209K sold.

Lee, Danner & Bass first reported a position in VXF in Q1 2020 and held it in 13 quarters. The position peaked at $350K in Q2 2021. 651 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Lee, Danner & Bass reported no remaining Vanguard Extended Market ETF position as of Q3 2026 after selling out during the quarter.
  • Lee, Danner & Bass sold 850 Vanguard Extended Market ETF shares in Q3 2026, an estimated $209K.
  • Lee, Danner & Bass first reported a position in Vanguard Extended Market ETF in Q1 2020 and held it in 13 quarters.
  • Lee, Danner & Bass's Vanguard Extended Market ETF position peaked at $350K in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

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