VV β€” VANGUARD INDEX FDS

Ownership history in Mason & Associates, LLC  Β·  7 quarters on record

AI Ownership Summary

Mason & Associates, LLC reported VANGUARD INDEX FDS (VV) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 35.12% in 2024 Q4. The latest visible filing shows VV at 30.52% 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.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mason & Associates, LLC's position in VANGUARD INDEX 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

VV was reported at 30.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
35.12% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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, LLC held VV β€” position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 426,437 -45,304 -9.6% 30.52% $134.2M 2026-02-14 (Est.) $312.30
2025 Q3 ADDED 471,741 +2 +0.0% 33.79% $134.6M 2025-11-04 $310.32
2025 Q2 ADDED 471,739 +46,368 +10.9% 33.79% $134.6M 2025-07-30 $290.49
2025 Q1 REDUCED 425,371 -10,642 -2.4% 31.50% $109.3M 2025-04-11 $242.70
2024 Q4 ADDED 436,013 +21,851 +5.3% 35.12% $117.6M 2025-01-15 $269.08
2024 Q3 REDUCED 414,162 -157 -0.0% 33.36% $109.0M 2024-10-15 $261.39
2024 Q2 INITIATED 414,319 β€” β€” 33.95% $103.4M 2024-07-16 $253.91

FAQ About Mason & Associates, LLC and VV

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

How long has Mason & Associates, LLC reported owning VV?

Mason & Associates, LLC reported VV across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported VV position in Mason & Associates, LLC's portfolio?

The largest reported portfolio weight for VV was 35.12% in 2024 Q4.

What is the latest reported VV position on this page?

The most recent filing on this page is 2025 Q4, when Mason & Associates, LLC reported 426,437 shares, equal to 30.52% of portfolio, with an estimated market value of $134.2M.

What does the chart on this VV ownership page compare?

The chart compares Mason & Associates, LLC's quarterly VV 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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