Mason Investment Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mason Investment Advisory Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-901	Closed	-$217K	–	75
2024 Q4	$217K	Sell	901 -3	-0.3%	-$738	0.01%	70
2024 Q3	$214K	Sell	904 -31	-3%	-$7.04K	0.01%	71
2024 Q2	$204K	Hold	935	–	–	0.01%	71
2024 Q1	$214K	Buy	+935	New	+$201K	0.01%	65

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mason Investment Advisory Services's VB Position: Q1 2025 in Review

Mason Investment Advisory Services sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2025, closing a stake of 901 shares — an estimated $217K sold.

Mason Investment Advisory Services first reported a position in VB in Q1 2024 and held it in 4 quarters. The position peaked at $217K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Mason Investment Advisory Services reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Mason Investment Advisory Services sold 901 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $217K.
Mason Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and held it in 4 quarters.
Mason Investment Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $217K in Q4 2024.
2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Mason Investment Advisory Services's 13F filing for Q1 2025, filed 1 May 2025.