LEE DANNER & BASS INC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 939219 NASHVILLE, TN

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,036,155

+$14,673 QoQ

Shares Held

3,956

-0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,036,155	3,956	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$1,021,482	3,960	-0.8%	Shares	Sole	2026-01-29
2025-09-30	$1,014,831	3,991	-0.4%	Shares	Sole	2025-10-29
2025-06-30	$949,341	4,006	-0.6%	Shares	Sole	2025-07-31
2025-03-31	$893,874	4,031	0.0%	Shares	Sole	2025-04-29
2024-12-31	$968,568	4,031	+0.0%	Shares	Sole	2025-02-11
2024-09-30	$955,956	4,030	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$880,881	4,040	+1.0%	Shares	Sole	2024-07-30
2023-12-31	$853,320	4,000	0.0%	Shares	Sole	2024-02-01
2023-09-30	$756,280	4,000	+3.4%	Shares	Sole	2023-10-27
2023-06-30	$769,704	3,870	+1.4%	Shares	Sole	2023-07-31
2023-03-31	$723,171	3,815	0.0%	Shares	Sole	2023-05-02
2022-12-31	$700,205	3,815	-1.4%	Shares	Sole	2023-02-01
2022-09-30	$661,421	3,870	-4.9%	Shares	Sole	2022-10-31
2022-06-30	$716,767	4,070	-0.2%	Shares	Sole	2022-07-25
2022-03-31	$866,656	4,078	-1.1%	Shares	Sole	2022-04-27
2021-12-31	$931,613	4,122	0.0%	Shares	Sole	2022-01-27
2021-09-30	$901,357	4,122	+0.6%	Shares	Sole	2021-11-01
2021-06-30	$923,197	4,098	+1.1%	Shares	Sole	2021-07-27
2021-03-31	$867,666	4,053	0.0%	Shares	Sole	2021-04-29
2020-12-31	$789,038	4,053	-6.1%	Shares	Sole	2021-02-09
2020-09-30	$663,647	4,315	0.0%	Shares	Sole	2020-11-12
2020-06-30	$628,781	4,315	-2.4%	Shares	Sole	2020-08-10
2020-03-31	$510,129	4,419	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.