SAM
VOO icon

S.A. Mason’s Vanguard S&P 500 ETF VOO Stock Holding History

S.A. Mason’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 		$10.8M Buy
15,737
+3,482
+28% +$2.32M 3.32% 3
2026
Q1 		$7.32M Buy
12,255
+2,972
+32% +$1.86M 2.75% 5
2025
Q4 		$5.82M Buy
9,283
+2,200
+31% +$1.37M 2.3% 9
2025
Q3 		$4.34M Buy
7,083
+34
+0.5% +$20K 1.91% 11
2025
Q2 		$4M Buy
7,049
+65
+0.9% +$34.2K 1.94% 11
2025
Q1 		$3.59M Buy
6,984
+214
+3% +$116K 1.9% 10
2024
Q4 		$3.65M Buy
6,770
+147
+2% +$79.6K 1.92% 10
2024
Q3 		$3.49M Buy
6,623
+2,148
+48% +$1.09M 1.85% 10
2024
Q2 		$2.24M Buy
4,475
+389
+10% +$187K 1.27% 13
2024
Q1 		$1.96M Buy
4,086
+374
+10% +$171K 1.18% 14
2023
Q4 		$1.62M Buy
3,712
+147
+4% +$60.2K 1.09% 19
2023
Q3 		$1.4M Sell
3,565
-90
-2% -$36.8K 1.01% 22
2023
Q2 		$1.37M Hold
3,655
– – 1% 20
2023
Q1 		$1.37M Hold
3,655
– – 1% 20
2022
Q4 		$1.28M Hold
3,655
– – 0.97% 23
2022
Q3 		$1.2M Sell
3,655
-20
-0.5% -$7.3K 0.95% 22
2022
Q2 		$1.27M Sell
3,675
-199
-5% -$75K 0.93% 23
2022
Q1 		$1.61M Buy
3,874
+10
+0.3% +$4.09K 1% 17
2021
Q4 		$1.69M Buy
3,864
+645
+20% +$272K 1.02% 18
2021
Q3 		$1.27M Buy
3,219
+1,938
+151% +$786K 0.84% 27
2021
Q2 		$504K Buy
1,281
+25
+2% +$9.6K 0.35% 84
2021
Q1 		$458K Buy
1,256
+170
+16% +$60.3K 0.34% 86
2020
Q4 		$373K Buy
+1,086
New +$354K 0.31% 91
2020
Q1 		– Sell
-400
Closed -$118K – 460
2019
Q4 		$118K Buy
+400
New +$113K 0.11% 169

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

S.A. Mason's VOO Position: Q2 2026 in Review

S.A. Mason increased its Vanguard S&P 500 ETF (VOO) stake by 28% in Q2 2026, buying an estimated $2.32M and bringing the position to 15,737 shares worth $10.8M. The position accounts for 3.32% of the portfolio, ranked #3.

S.A. Mason first reported a position in VOO in Q4 2019 and has held it in 24 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • S.A. Mason held 15,737 shares of Vanguard S&P 500 ETF worth $10.8M as of Q2 2026.
  • S.A. Mason bought 3,482 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.32M.
  • Vanguard S&P 500 ETF made up 3.32% of S.A. Mason's portfolio in Q2 2026, its #3 holding.
  • S.A. Mason first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.