S.A. Mason
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S.A. Mason’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

S.A. Mason’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
Q3 		$2.43M Buy
6,916
+160
+2% +$56K 0.71% 35
2026
Q2 		$2.32M Buy
6,756
+5
+0.1% +$1.67K 0.71% 34
2026
Q1 		$2.02M Buy
6,751
+25
+0.4% +$7.82K 0.76% 33
2025
Q4 		$2.12M Buy
6,726
+10
+0.1% +$3.12K 0.84% 25
2025
Q3 		$2.07M Buy
6,716
+6
+0.1% +$1.78K 0.91% 24
2025
Q2 		$1.91M Sell
6,710
-84
-1% -$22.1K 0.93% 21
2025
Q1 		$1.75M Buy
6,794
+29
+0.4% +$7.86K 0.92% 23
2024
Q4 		$1.82M Sell
6,765
-300
-4% -$81.3K 0.96% 19
2024
Q3 		$1.86M Sell
7,065
-175
-2% -$44.4K 0.99% 19
2024
Q2 		$1.81M Sell
7,240
-53
-0.7% -$12.7K 1.03% 19
2024
Q1 		$1.75M Buy
7,293
+5
+0.1% +$1.14K 1.05% 18
2023
Q4 		$1.59M Sell
7,288
-90
-1% -$18.4K 1.07% 20
2023
Q3 		$1.44M Sell
7,378
-72
-1% -$14.7K 1.04% 20
2023
Q2 		$1.39M Hold
7,450
– – 1.01% 19
2023
Q1 		$1.39M Hold
7,450
– – 1.01% 19
2022
Q4 		$1.3M Hold
7,450
– – 0.98% 22
2022
Q3 		$1.22M Hold
7,450
– – 0.96% 20
2022
Q2 		$1.28M Sell
7,450
-115
-2% -$21.6K 0.94% 22
2022
Q1 		$1.58M Buy
7,565
+830
+12% +$170K 0.98% 20
2021
Q4 		$1.49M Sell
6,735
-50
-0.7% -$10.7K 0.9% 25
2021
Q3 		$1.36M Hold
6,785
– – 0.9% 22
2021
Q2 		$1.36M Hold
6,785
– – 0.94% 22
2021
Q1 		$1.26M Hold
6,785
– – 0.94% 23
2020
Q4 		$1.19M Sell
6,785
-335
-5% -$55.7K 0.99% 24
2020
Q3 		$1.11M Hold
7,120
– – 1.06% 20
2020
Q2 		$1.02M Hold
7,120
– – 1.07% 20
2020
Q1 		$843K Hold
7,120
– – 1.02% 22
2019
Q4 		$1.05M Buy
+7,120
New +$1.01M 1% 22

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Koesten Hirschmann & Crabtree
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Arbor Wealth Management (Arizona)
Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

S.A. Mason's VV Position: Q3 2026 in Review

S.A. Mason increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.4% in Q3 2026, buying an estimated $56K and bringing the position to 6,916 shares worth $2.43M. The position accounts for 0.71% of the portfolio, ranked #35.

S.A. Mason first reported a position in VV in Q4 2019 and has held it in 28 quarters since. 356 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • S.A. Mason held 6,916 shares of Vanguard Morningstar Large-Cap ETF worth $2.43M as of Q3 2026.
  • S.A. Mason bought 160 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $56K.
  • Vanguard Morningstar Large-Cap ETF made up 0.71% of S.A. Mason's portfolio in Q3 2026, its #35 holding.
  • S.A. Mason first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • 356 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.