Mason & Associates, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1895045
NEWPORT NEWS, VA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$12,023,175
-$33,665 QoQ
Shares Held
45,904
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
51.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,023,175 | 45,904 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,056,840 | 46,741 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,533,206 | 49,289 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,679,559 | 49,285 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,063,144 | 40,871 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $9,962,969 | 41,464 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,323,776 | 39,306 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,355,946 | 38,323 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||