VTI — Vanguard Total Stock Market ET

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 Total Stock Market ET (VTI). 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

4.89% (2022 Q1)

Avg. % of fund

3.81%

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	28,105	+750	+2.7%	3.73%	$9.4M	$335.27
2025 Q3	ADDED	27,355	+951	+3.6%	3.96%	$9.0M	$327.24
2025 Q2	ADDED	26,404	+297	+1.1%	3.88%	$8.0M	$302.23
2025 Q1	ADDED	26,107	+79	+0.3%	3.79%	$7.2M	$272.48

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

Other funds also holding VTI

As of 2025 Q4 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 71.74% AEGON USA Investment Management, LLC 3Y 7Y 67.38% Symetra Investment Management Co 3Y 67.15% Rainwater Charitable Foundation 3Y 7Y 60.55% Beacon Wealthcare LLC 3Y 53.58% Gibson Capital, LLC 3Y 7Y 52.94% Rakuten Investment Management, Inc. 52.31% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75%

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