Mather Group’s VanEck Biotech ETF BBH Stock Holding History

Mather Group’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$102	–	742
2025 Q3	$102	Buy	+1	New	+$163	﹤0.01%	1684
2025 Q2	–	Sell	-51	Closed	-$7.96K	–	711
2025 Q1	$7.96K	Hold	51	–	–	﹤0.01%	1307
2024 Q4	$7.95K	Buy	51 +1	+2%	+$168	﹤0.01%	1289
2024 Q3	$8.91K	Sell	50 -225	-82%	-$39.9K	﹤0.01%	1196
2024 Q2	$45.8K	Buy	+275	New	+$45K	﹤0.01%	1025

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

Mather Group's BBH Position: Q4 2025 in Review

Mather Group sold out of VanEck Biotech ETF (BBH) in Q4 2025, closing a stake of 1 share — an estimated $102 sold.

Mather Group first reported a position in BBH in Q2 2024 and held it in 5 quarters. The position peaked at $45.8K in Q2 2024. 111 funds tracked by Wall St. Rank hold BBH as of Q4 2025.

Mather Group reported no remaining VanEck Biotech ETF position as of Q4 2025 after selling out during the quarter.
Mather Group sold 1 VanEck Biotech ETF share in Q4 2025, an estimated $102.
Mather Group first reported a position in VanEck Biotech ETF in Q2 2024 and held it in 5 quarters.
Mather Group's VanEck Biotech ETF position peaked at $45.8K in Q2 2024.
111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.