VB — Vanguard Small-Cap ETF

Ownership history in S.A. Mason LLC · 25 quarters on record

This page tracks every 13F SEC filing in which S.A. Mason LLC reported a position in Vanguard Small-Cap ETF (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.

Peak position

2.86% (2019 Q4)

Avg. % of fund

2.49%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	21,735	+1,105	+5.4%	2.22%	$5.6M	$257.95
2025 Q3	ADDED	20,630	+324	+1.6%	2.32%	$5.2M	$253.38
2025 Q2	ADDED	20,306	+15	+0.1%	2.33%	$4.8M	$235.40
2025 Q1	ADDED	20,291	+848	+4.4%	2.38%	$4.5M	$219.54

% of Fund (quarterly) VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%

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