Mason Investment Advisory Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1635007
Reston, VA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$225,218
+$8,726 QoQ
Shares Held
743
-17.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#315
of 353 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,218 | 743 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $216,492 | 901 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $214,437 | 904 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,867 | 935 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $213,731 | 935 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||