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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Mason Investment Advisory Services's VOO Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q1 2026, selling an estimated $12.5K and leaving 831 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #47.

Mason Investment Advisory Services first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $534K in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Mason Investment Advisory Services held 831 shares of Vanguard S&P 500 ETF worth $497K as of Q1 2026.
Mason Investment Advisory Services sold 20 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $12.5K.
Vanguard S&P 500 ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #47 holding.
Mason Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Mason Investment Advisory Services's Vanguard S&P 500 ETF position peaked at $534K in Q4 2025.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.