VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Mason & Associates Inc  Β·  12 quarters on record

AI Ownership Summary

Mason & Associates Inc reported VANGUARD SCOTTSDALE FDS (VCSH) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 4.05% in 2025 Q1. The latest visible filing shows VCSH at 3.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mason & Associates Inc's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCSH was reported at 3.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mason & Associates Inc held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 223,426 +16,205 +7.8% 3.35% $17.8M 2026-02-14 (Est.) $79.83
2025 Q3 ADDED 207,221 +19,230 +10.2% 3.34% $16.6M 2025-11-07 $78.55
2025 Q2 REDUCED 187,991 -18,564 -9.0% 3.45% $14.9M 2025-07-31 $76.99
2025 Q1 REDUCED 206,555 -11,873 -5.4% 4.05% $16.3M 2025-04-17 $75.53
2024 Q4 ADDED 218,428 +45,979 +26.7% 4.01% $17.0M 2025-01-14 $73.93
2024 Q3 ADDED 172,449 +153,310 +801.0% 3.42% $13.7M 2024-10-23 $73.86
2024 Q2 ADDED 19,139 +15,084 +372.0% 0.39% $1.5M 2024-07-19 $72.37
2024 Q1 ADDED 4,055 +1,013 +33.3% 0.08% $313K 2024-04-23 $70.68
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mason & Associates Inc and VCSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mason & Associates Inc reported owning VCSH?

Mason & Associates Inc reported VCSH across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VCSH position in Mason & Associates Inc's portfolio?

The largest reported portfolio weight for VCSH was 4.05% in 2025 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q4, when Mason & Associates Inc reported 223,426 shares, equal to 3.35% of portfolio, with an estimated market value of $17.8M.

What does the chart on this VCSH ownership page compare?

The chart compares Mason & Associates Inc's quarterly VCSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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