Ownership history in Mason & Associates, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Mason & Associates, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 46,741 | -2,548 | -5.2% | 2.74% | $12.1M | $257.95 |
| 2025 Q3 | ADDED | 49,289 | +4 | +0.0% | 2.93% | $11.7M | $253.38 |
| 2025 Q2 | ADDED | 49,285 | +8,414 | +20.6% | 2.93% | $11.7M | $235.40 |
| 2025 Q1 | REDUCED | 40,871 | -593 | -1.4% | 2.61% | $9.1M | $219.54 |
| 2024 Q4 | ADDED | 41,464 | +2,158 | +5.5% | 2.98% | $10.0M | $236.92 |
| 2024 Q3 | ADDED | 39,306 | +983 | +2.6% | 2.85% | $9.3M | $233.03 |
| 2024 Q2 | INITIATED | 38,323 | — | — | 2.74% | $8.4M | — |
As of 2025 Q4 — sorted by position size