Mason Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Mason Investment Advisory Services’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	$535K	Sell	779 -52	-6%	-$34.7K	0.02%	52
2026 Q1	$497K	Sell	831 -20	-2%	-$12.5K	0.02%	47
2025 Q4	$534K	Sell	851 -7	-0.8%	-$4.35K	0.03%	49
2025 Q3	$526K	Buy	858 +1	+0.1%	+$589	0.03%	51
2025 Q2	$487K	Sell	857 -41	-5%	-$21.5K	0.03%	47
2025 Q1	$461K	Buy	898 +2	+0.2%	+$1.08K	0.03%	44
2024 Q4	$483K	Sell	896 -79	-8%	-$42.8K	0.03%	49
2024 Q3	$514K	Sell	975 -13	-1%	-$6.61K	0.03%	43
2024 Q2	$494K	Hold	988	–	–	0.03%	42
2024 Q1	$475K	Hold	988	–	–	0.03%	42
2023 Q4	$432K	Buy	988 +123	+14%	+$50.4K	0.03%	42
2023 Q3	$340K	Sell	865 -34	-4%	-$13.9K	0.03%	49
2023 Q2	$366K	Buy	899 +306	+52%	+$118K	0.03%	42
2023 Q1	$223K	Buy	+593	New	+$217K	0.02%	57

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Mason Investment Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q2 2026, selling an estimated $34.7K and leaving 779 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #52.

Mason Investment Advisory Services first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mason Investment Advisory Services held 779 shares of Vanguard S&P 500 ETF worth $535K as of Q2 2026.
Mason Investment Advisory Services sold 52 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $34.7K.
Vanguard S&P 500 ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q2 2026, its #52 holding.
Mason Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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