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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
2026
Q2 		$225K Buy
+743
New +$213K 0.01% 79
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mason Investment Advisory Services's VB Position: Q2 2026 in Review

Mason Investment Advisory Services opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 743 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #79 among its holdings. This is a return to the name: Mason Investment Advisory Services previously reported a position in VB as recently as Q4 2024.

Mason Investment Advisory Services first reported a position in VB in Q1 2024 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Mason Investment Advisory Services held 743 shares of Vanguard Morningstar Small-Cap ETF worth $225K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Mason Investment Advisory Services position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #79 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.