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 Mid-Cap ETF (VO). 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 | ADDED | 20,156 | +18 | +0.1% | 2.31% | $5.8M | $290.22 |
| 2025 Q3 | ADDED | 20,138 | +305 | +1.5% | 2.61% | $5.9M | $292.59 |
| 2025 Q2 | ADDED | 19,833 | +57 | +0.3% | 2.69% | $5.5M | $277.75 |
| 2025 Q1 | ADDED | 19,776 | +1,486 | +8.1% | 2.70% | $5.1M | $255.71 |
| 2024 Q4 | REDUCED | 18,290 | -41 | -0.2% | 2.54% | $4.8M | $260.00 |
| 2024 Q3 | ADDED | 18,331 | +103 | +0.6% | 2.56% | $4.8M | $258.65 |
| 2024 Q2 | ADDED | 18,228 | +1,315 | +7.8% | 2.51% | $4.4M | $236.49 |
| 2024 Q1 | ADDED | 16,913 | +66 | +0.4% | 2.54% | $4.2M | $243.13 |
| 2023 Q4 | REDUCED | 16,847 | -145 | -0.9% | 2.63% | $3.9M | $225.48 |
| 2023 Q3 | ADDED | 16,992 | +1,368 | +8.8% | 2.55% | $3.5M | $200.79 |
As of 2025 Q4 — sorted by position size