LEE DANNER & BASS INC VTEB β€” VANGUARD TAX-EXEMPT BOND ETF

Ownership history in LEE DANNER & BASS INC  Β·  1 quarter on record

AI Ownership Summary

LEE DANNER & BASS INC reported VANGUARD TAX-EXEMPT BOND ETF (VTEB) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows VTEB at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC's position in VANGUARD TAX-EXEMPT BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VTEB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LEE DANNER & BASS INC held VTEB β€” position size vs. price
% of Fund (quarterly)    VTEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 4,556 β€” β€” 0.02% $228K 2025-10-29 $49.53

FAQ About LEE DANNER & BASS INC and VTEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEE DANNER & BASS INC reported owning VTEB?

LEE DANNER & BASS INC reported VTEB across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported VTEB position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for VTEB was 0.02% in 2025 Q3.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2025 Q3, when LEE DANNER & BASS INC reported 4,556 shares, equal to 0.02% of portfolio, with an estimated market value of $228K.

What does the chart on this VTEB ownership page compare?

The chart compares LEE DANNER & BASS INC's quarterly VTEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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