Mason Investment Advisory Services, Inc. Incresed Positions in Q2 2025

Mason Investment Advisory Services, Inc.

  • $1.83 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.04K
+ 0.05%
$104.23 - $134.39 $108K - $139K
1.94M $260B
T Rowe Price ETF Inc
71.2K
+ 1.31%
N/A
5.49M $222B
VLUE
Ishares Msci Usa Value Factor

ETFs
48.4K
+ 1.05%
$93.5 - $113.21 $4.52M - $5.48M
4.66M $528B
AVDV
American Centy ETF Tr Avantis

ETFs
23.9K
+ 0.98%
$61.76 - $79.32 $1.48M - $1.9M
2.46M $195B
AVSC
American Centy ETF Tr Avantis
96.5K
+ 2.82%
$42.39 - $51.76 $4.09M - $4.99M
3.52M $181B
AVUV
American Centy ETF Tr Avantis

ETFs
47.6K
+ 1.75%
$75.17 - $91.21 $3.58M - $4.34M
2.76M $252B
CGDV
Capital Group Divid Value ETF

ETFs
64.6K
+ 17.03%
$31.93 - $39.49 $2.06M - $2.55M
444K $17.5B
CGGR
Capital Group Growth ETF Shs C

ETFs
54.5K
+ 29.28%
$30.53 - $40.65 $1.66M - $2.21M
240K $9.77B
CGXU
Capital Group Intl Focus Equit

ETFs
91.3K
+ 43.0%
$21.44 - $27.35 $1.96M - $2.5M
304K $8.24B
TIP
Ishares Tr Tips Bd ETF

ETFs
16K
+ 496.52%
$107.93 - $110.97 $1.73M - $1.77M
19.2K $2.11B
DFAT
Dimensional ETF Tr U S Target

ETFs
490
+ 0.41%
$44.8 - $53.97 $22K - $26.4K
120K $6.45B
MSFT
Microsoft Corp

Technology
1
+ 0.05%
$354.56 - $497.45 $355 - $497
2.09K $1.04B
EFV
Msci Eafe Value ETF

ETFs
569
+ 1.78%
$52.4 - $64.65 $29.8K - $36.8K
32.5K $2.07B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
204
+ 1.51%
$57.14 - $72.68 $11.7K - $14.8K
13.8K $1B
AOA
Ishares Tr Core Aggressive All

ETFs
1.02K
+ 20.66%
$69.46 - $83.4 $70.5K - $84.7K
5.93K $494M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
117
+ 0.3%
$29.12 - $35.84 $3.41K - $4.19K
39K $1.4B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.06%
$320.42 - $424.58 $320 - $425
1.77K $750M
XLE
Energy Sector Spdr

ETFs
1.34K
+ 50.84%
$76.44 - $94.13 $102K - $126K
3.96K $336M
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.09%
$150.43 - $192.71 $451 - $578
3.53K $680M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.26%
$498.8 - $620.9 $1.5K - $1.86K
1.15K $716M
VAW
Vanguard Materials ETF

ETFs
112
+ 3.95%
$163.82 - $196.64 $18.3K - $22K
2.95K $574M
VEA
Vanguard Ftse Developed Market

ETFs
40
+ 0.79%
$45.65 - $57.01 $1.83K - $2.28K
5.1K $291M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$108.12 - $135.04 $108 - $135
2.49K $337M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.27%
$51.16 - $62.02 $1.02K - $1.24K
7.3K $452M
IWD
Ishares Russell 1000 Val ETF

ETFs
15
+ 0.43%
$166.82 - $194.23 $2.5K - $2.91K
3.5K $679M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
26
+ 0.16%
$45.11 - $52.34 $1.17K - $1.36K
16.6K $867M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.06%
$114.78 - $133.31 $344 - $400
4.94K $658M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.24%
$908.13 - $1056.85 $908 - $1.06K
417 $413M
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.04%
$74.88 - $91.97 $74.9 - $92
2.52K $232M
VNQ
Vanguard Specialized Funds Van

ETFs
316
+ 4.33%
$79.79 - $91.42 $25.2K - $28.9K
7.61K $678M
VCIT
Vanguard Intermediate Term Cor

ETFs
40
+ 0.92%
$79.56 - $82.92 $3.18K - $3.32K
4.4K $365M
INGR
Ingredion Inc

Consumer Defensive
6
+ 0.32%
$123.22 - $140.95 $739 - $846
1.88K $254M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
104
+ 0.83%
$48.13 - $49.85 $5.01K - $5.18K
12.6K $618M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.3%
$713.71 - $898.95 $714 - $899
331 $258M
ACI
Albertsons Companies, Inc.

Consumer Defensive
524
+ 0.67%
$19.94 - $22.91 $10.4K - $12K
78.6K $1.69B
CVX
Chevron Corp

Energy
22
+ 1.2%
$133.73 - $168.51 $2.94K - $3.71K
1.85K $265M
VDE
Vanguard Energy ETF

ETFs
188
+ 2.99%
$105.87 - $130.56 $19.9K - $24.5K
6.48K $772M
HES
Hess Corp

Energy
4
+ 0.16%
$126.32 - $161.29 $505 - $645
2.54K $352M
Activity Summary
Buys All Purchases 39 New Holdings 0 Increased Positions 39 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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