Mason Investment Advisory Services, Inc. Purchases in Q3 2024

Mason Investment Advisory Services, Inc.

  • $1.71 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
19.9K
+ 0.44%
$99.14 - $109.18 $1.98M - $2.18M
4.51M $492B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10.4K
+ 0.57%
$112.99 - $126.45 $1.18M - $1.32M
1.86M $234B
AVSC
American Centy ETF Tr Avantis
11.2K
+ 0.34%
$49.07 - $56.13 $548K - $627K
3.34M $180B
CGDV
Capital Group Divid Value ETF

ETFs
47.9K
+ 65.05%
$32.96 - $36.48 $1.58M - $1.75M
121K $4.43B
CGGR
Capital Group Growth ETF Shs C

ETFs
32.3K
+ 300.83%
$30.71 - $34.79 $991K - $1.12M
43K $1.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
267
+ 0.23%
$51.0 - $57.07 $13.6K - $15.2K
118K $6.59B
BNDX
Vanguard Total International B

ETFs
4K
New
$48.42 - $50.35 $194K - $201K
4K $201M
EFV
Msci Eafe Value ETF

ETFs
169
+ 0.54%
$51.72 - $57.96 $8.74K - $9.8K
31.4K $1.81B
VTV
Vanguard Value ETF

ETFs
566
+ 18.64%
$159.75 - $174.57 $90.4K - $98.8K
3.6K $629M
VUG
Vanguard Growth ETF

ETFs
258
+ 14.71%
$341.08 - $391.94 $88K - $101K
2.01K $772M
VNQ
Vanguard Specialized Funds Van

ETFs
15
+ 0.22%
$82.97 - $98.97 $1.24K - $1.48K
6.86K $668M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
106
+ 0.27%
$31.05 - $34.29 $3.29K - $3.63K
38.7K $1.33B
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.54%
$333.64 - $405.2 $2.34K - $2.84K
1.31K $531M
VIG
Vanguard Dividend Appreciation

ETFs
23
+ 0.49%
$182.15 - $182.15 $4.19K - $4.19K
4.73K $936M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27
+ 0.16%
$48.51 - $52.86 $1.31K - $1.43K
16.5K $871M
VAW
Vanguard Materials ETF

ETFs
84
+ 3.18%
$189.89 - $213.71 $16K - $18K
2.73K $577M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
926
+ 8.74%
$49.93 - $51.15 $46.2K - $47.4K
11.5K $589M
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 0.52%
$173.36 - $189.8 $3.12K - $3.42K
3.45K $655M
XLE
Energy Sector Spdr

ETFs
713
+ 27.39%
$84.35 - $93.39 $60.1K - $66.6K
3.32K $291M
TIP
Ishares Tr Tips Bd ETF

ETFs
278
+ 9.9%
$105.92 - $110.83 $29.4K - $30.8K
3.09K $341M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.16%
$256.4 - $289.78 $769 - $869
1.84K $523M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
106
+ 0.96%
$19.78 - $23.53 $2.1K - $2.49K
11.2K $259M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24
+ 0.33%
$57.32 - $62.65 $1.38K - $1.5K
7.23K $451M
RYN
Rayonier Inc

Real Estate
61
+ 0.89%
$27.69 - $32.25 $1.69K - $1.97K
6.94K $223M
CGXU
Capital Group Intl Focus Equit

ETFs
486
+ 6.11%
$24.27 - $27.46 $11.8K - $13.3K
8.45K $228M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.08%
$160.76 - $177.82 $322 - $356
2.67K $462M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5
+ 0.13%
$71.86 - $78.56 $359 - $393
3.76K $296M
VCIT
Vanguard Intermediate Term Cor

ETFs
36
+ 0.85%
$79.29 - $84.02 $2.85K - $3.02K
4.28K $359M
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.04%
$79.92 - $88.19 $79.9 - $88.2
2.69K $237M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.26%
$47.6 - $53.31 $571 - $640
4.64K $245M
SCHP
Schwab Strategic Us Tips ETF

ETFs
15
+ 0.2%
$51.58 - $53.79 $774 - $807
7.58K $406M
SLQT
Select Quote, Inc.

Financial Services
5K
+ 33.33%
$1.83 - $4.32 $9.15K - $21.6K
20K $43.4M
VDE
Vanguard Energy ETF

ETFs
124
+ 2.16%
$117.44 - $131.06 $14.6K - $16.3K
5.86K $717M
INTU
Intuit Inc

Technology
1
+ 0.12%
$602.97 - $670.49 $603 - $670
802 $498M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$148.65 - $191.18 $149 - $191
2.42K $402M
ACI
Albertsons Companies, Inc.

Consumer Defensive
500
+ 0.61%
$17.94 - $20.93 $8.97K - $10.5K
82K $1.51B
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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