MAV
VOO icon

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

Mason & Associates (Virginia)’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 		$249K Hold
362
– – 0.05% 40
2026
Q1 		$216K Buy
362
+20
+6% +$12.5K 0.05% 43
2025
Q4 		$214K Sell
342
-11
-3% -$6.84K 0.05% 39
2025
Q3 		$201K Hold
353
– – 0.05% 41
2025
Q2 		$201K Buy
+353
New +$186K 0.05% 41

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Mason & Associates (Virginia) held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 362 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #40.

Mason & Associates (Virginia) first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Mason & Associates (Virginia) held 362 shares of Vanguard S&P 500 ETF worth $249K as of Q2 2026.
  • Mason & Associates (Virginia) left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.05% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #40 holding.
  • Mason & Associates (Virginia) first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.