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Mason & Associates (California)’s Vanguard Mid-Cap ETF VO Stock Holding History

Mason & Associates (California)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.78M Buy
84,183
+19
+0% +$1.47K 1.1% 23
2026
Q1 		$5.91M Buy
84,164
+4,596
+6% +$341K 1.15% 23
2025
Q4 		$5.77M Buy
79,568
+37,360
+89% +$2.72M 1.09% 23
2025
Q3 		$3.1M Buy
42,208
+1,892
+5% +$136K 0.62% 33
2025
Q2 		$2.82M Buy
40,316
+1,132
+3% +$74.3K 0.65% 34
2025
Q1 		$2.53M Buy
39,184
+2,464
+7% +$165K 0.63% 30
2024
Q4 		$2.42M Buy
36,720
+4,272
+13% +$290K 0.57% 32
2024
Q3 		$2.14M Sell
32,448
-4,944
-13% -$310K 0.53% 35
2024
Q2 		$2.26M Buy
37,392
+1,008
+3% +$61.3K 0.6% 30
2024
Q1 		$2.27M Sell
36,384
-95,760
-72% -$5.66M 0.61% 28
2023
Q4 		$7.69M Buy
132,144
+13,812
+12% +$738K 2.26% 8
2023
Q3 		$6.16M Buy
118,332
+5,272
+5% +$289K 1.97% 12
2023
Q2 		$6.22M Buy
113,060
+3,208
+3% +$168K 1.84% 12
2023
Q1 		$5.79M Sell
109,852
-676
-0.6% -$36K 1.77% 11
2022
Q4 		$5.63M Sell
110,528
-2,520
-2% -$128K 1.8% 11
2022
Q3 		$5.31M Buy
113,048
+2,472
+2% +$129K 1.88% 14
2022
Q2 		$5.45M Buy
+110,576
New +$5.97M 1.91% 13

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Mason & Associates (California)'s VO Position: Q2 2026 in Review

Mason & Associates (California) increased its Vanguard Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $1.47K and bringing the position to 84,183 shares worth $6.78M. The position accounts for 1.1% of the portfolio, ranked #23.

Mason & Associates (California) first reported a position in VO in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.69M in Q4 2023. 823 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mason & Associates (California) held 84,183 shares of Vanguard Mid-Cap ETF worth $6.78M as of Q2 2026.
  • Mason & Associates (California) bought 19 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
  • Vanguard Mid-Cap ETF made up 1.1% of Mason & Associates (California)'s portfolio in Q2 2026, its #23 holding.
  • Mason & Associates (California) first reported a position in Vanguard Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Mason & Associates (California)'s Vanguard Mid-Cap ETF position peaked at $7.69M in Q4 2023.
  • 823 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.