Mason & Associates (California)’s Vanguard S&P 500 ETF VOO Stock Holding History

Mason & Associates (California)’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$857K	Buy	1,248 +25	+2%	+$16.7K	0.14%	82
2026 Q1	$711K	Buy	1,223 +129	+12%	+$80.7K	0.14%	91
2025 Q4	$686K	Buy	1,094 +284	+35%	+$176K	0.13%	86
2025 Q3	$496K	Buy	+810	New	+$477K	0.1%	81
2024 Q3	–	Sell	-445	Closed	-$223K	–	120
2024 Q2	$223K	Hold	445	–	–	0.06%	103
2024 Q1	$214K	Buy	+445	New	+$204K	0.06%	107

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Mason & Associates (California) increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,248 shares worth $857K. The position accounts for 0.14% of the portfolio, ranked #82.

Mason & Associates (California) first reported a position in VOO in Q1 2024 and has held it in 6 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mason & Associates (California) held 1,248 shares of Vanguard S&P 500 ETF worth $857K as of Q2 2026.
Mason & Associates (California) bought 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
Vanguard S&P 500 ETF made up 0.14% of Mason & Associates (California)'s portfolio in Q2 2026, its #82 holding.
Mason & Associates (California) first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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