Mather Group
ESGV icon

Mather Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mather Group’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$44.6M Buy
328,747
+6,874
+2% +$925K 0.38% 40
2026
Q2 		$42.6M Buy
321,873
+31,476
+11% +$4.01M 0.37% 40
2026
Q1 		$32.6M Buy
290,397
+5,841
+2% +$694K 0.33% 40
2025
Q4 		$34.4M Buy
284,556
+16,755
+6% +$2.01M 0.35% 39
2025
Q3 		$31.7M Buy
267,801
+4
+0% +$455 0.32% 41
2025
Q2 		$29.4M Buy
267,797
+20,908
+8% +$2.11M 0.31% 39
2025
Q1 		$24.2M Sell
246,889
-22,824
-8% -$2.39M 0.28% 45
2024
Q4 		$28.3M Buy
269,713
+3,825
+1% +$401K 0.37% 38
2024
Q3 		$27M Sell
265,888
-1,854
-0.7% -$182K 0.35% 39
2024
Q2 		$25M Buy
267,742
+34,975
+15% +$3.24M 0.31% 39
2024
Q1 		$19.8M Sell
232,767
-1,258
-0.5% -$112K 0.31% 33
2023
Q4 		$19.9M Buy
234,025
+71,487
+44% +$5.63M 0.31% 33
2023
Q3 		$12.2M Buy
162,538
+31,597
+24% +$2.48M 0.22% 50
2023
Q2 		$10.3M Buy
130,941
+19,590
+18% +$1.44M 0.16% 69
2023
Q1 		$7.98M Buy
111,351
+6,133
+6% +$427K 0.14% 68
2022
Q4 		$6.93M Buy
105,218
+19,515
+23% +$1.3M 0.13% 68
2022
Q3 		$5.39M Buy
85,703
+28,801
+51% +$2.02M 0.12% 80
2022
Q2 		$3.78M Sell
56,902
-1,050
-2% -$75.8K 0.09% 85
2022
Q1 		$4.7M Buy
57,952
+191
+0.3% +$15.4K 0.09% 77
2021
Q4 		$5.08M Buy
57,761
+5,010
+9% +$428K 0.1% 68
2021
Q3 		$4.22M Buy
52,751
+12,520
+31% +$1.03M 0.1% 62
2021
Q2 		$3.22M Sell
40,231
-49
-0.1% -$3.8K 0.08% 59
2021
Q1 		$2.97M Buy
40,280
+6,108
+18% +$442K 0.08% 60
2020
Q4 		$2.4M Buy
34,172
+27,543
+415% +$1.82M 0.08% 59
2020
Q3 		$410K Buy
+6,629
New +$403K 0.02% 153

Other funds holding ESGV

SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Mather Group's ESGV Position: Q3 2026 in Review

Mather Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q3 2026, buying an estimated $925K and bringing the position to 328,747 shares worth $44.6M. The position accounts for 0.38% of the portfolio, ranked #40.

Mather Group first reported a position in ESGV in Q3 2020 and has held it in 25 quarters since. 142 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Mather Group held 328,747 shares of Vanguard ESG US Stock ETF worth $44.6M as of Q3 2026.
  • Mather Group bought 6,874 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $925K.
  • Vanguard ESG US Stock ETF made up 0.38% of Mather Group's portfolio in Q3 2026, its #40 holding.
  • Mather Group first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 25 quarters since.
  • 142 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.