Mason Investment Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$533K	Sell	1,782 -343	-16%	-$107K	0.02%	45
2025 Q4	$669K	Sell	2,125 -76	-3%	-$23.7K	0.03%	44
2025 Q3	$678K	Sell	2,201 -34	-2%	-$10.1K	0.03%	44
2025 Q2	$638K	Sell	2,235 -296	-12%	-$78K	0.03%	40
2025 Q1	$651K	Sell	2,531 -456	-15%	-$124K	0.04%	34
2024 Q4	$806K	Sell	2,987 -298	-9%	-$80.7K	0.05%	29
2024 Q3	$865K	Sell	3,285 -243	-7%	-$61.6K	0.05%	27
2024 Q2	$881K	Sell	3,528 -779	-18%	-$187K	0.05%	22
2024 Q1	$1.03M	Sell	4,307 -371	-8%	-$84.9K	0.07%	18
2023 Q4	$1.02M	Hold	4,678	–	–	0.08%	17
2023 Q3	$915K	Sell	4,678 -304	-6%	-$61.9K	0.08%	17
2023 Q2	$1.01M	Sell	4,982 -306	-6%	-$58.7K	0.09%	18
2023 Q1	$988K	Hold	5,288	–	–	0.09%	16
2022 Q4	$921K	Hold	5,288	–	–	0.09%	18
2022 Q3	$865K	Sell	5,288 -233	-4%	-$42.4K	0.1%	14
2022 Q2	$952K	Sell	5,521 -117	-2%	-$22K	0.1%	15
2022 Q1	$1.18M	Hold	5,638	–	–	0.1%	43
2021 Q4	$1.25M	Hold	5,638	–	–	0.1%	41
2021 Q3	$1.13M	Hold	5,638	–	–	0.12%	42
2021 Q2	$1.13M	Buy	+5,638	New	+$1.1M	0.11%	43

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mason Investment Advisory Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q1 2026, selling an estimated $107K and leaving 1,782 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #45.

Mason Investment Advisory Services first reported a position in VV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.25M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Mason Investment Advisory Services held 1,782 shares of Vanguard Morningstar Large-Cap ETF worth $533K as of Q1 2026.
Mason Investment Advisory Services sold 343 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $107K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #45 holding.
Mason Investment Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 20 quarters since.
Mason Investment Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $1.25M in Q4 2021.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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