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Mason & Associates (Virginia)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mason & Associates (Virginia)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$904K Buy
2,442
+542
+29% +$194K 0.19% 23
2026
Q1 		$610K Buy
1,900
+1
+0.1% +$336 0.14% 27
2025
Q4 		$637K Sell
1,899
-165
-8% -$54.9K 0.14% 24
2025
Q3 		$627K Hold
2,064
– – 0.16% 24
2025
Q2 		$627K Sell
2,064
-41
-2% -$11.5K 0.16% 24
2025
Q1 		$579K Sell
2,105
-644
-23% -$187K 0.17% 22
2024
Q4 		$797K Sell
2,749
-15
-0.5% -$4.38K 0.24% 19
2024
Q3 		$783K Sell
2,764
-29
-1% -$7.91K 0.24% 19
2024
Q2 		$747K Sell
2,793
-10,985
-80% -$2.84M 0.25% 18
2024
Q1 		$3.58M Buy
+13,778
New +$3.41M 2.73% 7

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

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

Mason & Associates (Virginia) increased its Vanguard Total Stock Market ETF (VTI) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 2,442 shares worth $904K. The position accounts for 0.19% of the portfolio, ranked #23.

Mason & Associates (Virginia) first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.58M in Q1 2024. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mason & Associates (Virginia) held 2,442 shares of Vanguard Total Stock Market ETF worth $904K as of Q2 2026.
  • Mason & Associates (Virginia) bought 542 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Total Stock Market ETF made up 0.19% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #23 holding.
  • Mason & Associates (Virginia) first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Mason & Associates (Virginia)'s Vanguard Total Stock Market ETF position peaked at $3.58M in Q1 2024.
  • 1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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