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Mather Group’s Vanguard Small-Cap ETF VB Stock Holding History

Mather Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.42M Buy
16,891
+345
+2% +$93.4K 0.04% 144
2025
Q4 		$4.27M Sell
16,546
-537
-3% -$138K 0.04% 135
2025
Q3 		$4.34M Sell
17,083
-737
-4% -$183K 0.04% 131
2025
Q2 		$4.22M Buy
17,820
+308
+2% +$68.7K 0.05% 130
2025
Q1 		$3.88M Buy
17,512
+143
+0.8% +$34.1K 0.04% 132
2024
Q4 		$4.17M Sell
17,369
-64
-0.4% -$15.7K 0.05% 124
2024
Q3 		$4.14M Sell
17,433
-5,739
-25% -$1.3M 0.05% 124
2024
Q2 		$5.3M Buy
23,172
+7,556
+48% +$1.66M 0.07% 120
2024
Q1 		$3.33M Sell
15,616
-1,247
-7% -$268K 0.05% 119
2023
Q4 		$3.6M Buy
16,863
+678
+4% +$131K 0.06% 119
2023
Q3 		$3.06M Sell
16,185
-1,345
-8% -$268K 0.05% 118
2023
Q2 		$3.49M Buy
17,530
+1,170
+7% +$221K 0.06% 121
2023
Q1 		$3.1M Buy
16,360
+495
+3% +$96K 0.06% 111
2022
Q4 		$2.91M Sell
15,865
-3,307
-17% -$613K 0.06% 109
2022
Q3 		$3.28M Sell
19,172
-4,421
-19% -$835K 0.07% 97
2022
Q2 		$4.16M Buy
23,593
+17,494
+287% +$3.38M 0.09% 82
2022
Q1 		$1.3M Sell
6,099
-210
-3% -$44.2K 0.03% 141
2021
Q4 		$1.43M Buy
6,309
+2,750
+77% +$625K 0.03% 120
2021
Q3 		$778K Buy
3,559
+5
+0.1% +$1.11K 0.02% 134
2021
Q2 		$801K Buy
3,554
+1,296
+57% +$287K 0.02% 125
2021
Q1 		$483K Sell
2,258
-144
-6% -$30.3K 0.01% 151
2020
Q4 		$468K Buy
2,402
+379
+19% +$66.9K 0.02% 140
2020
Q3 		$311K Buy
+2,023
New +$311K 0.01% 175

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mather Group's VB Position: Q1 2026 in Review

Mather Group increased its Vanguard Small-Cap ETF (VB) stake by 2.1% in Q1 2026, buying an estimated $93.4K and bringing the position to 16,891 shares worth $4.42M. The position accounts for 0.04% of the portfolio, ranked #144.

Mather Group first reported a position in VB in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.3M in Q2 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Mather Group held 16,891 shares of Vanguard Small-Cap ETF worth $4.42M as of Q1 2026.
  • Mather Group bought 345 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $93.4K.
  • Vanguard Small-Cap ETF made up 0.04% of Mather Group's portfolio in Q1 2026, its #144 holding.
  • Mather Group first reported a position in Vanguard Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Mather Group's Vanguard Small-Cap ETF position peaked at $5.3M in Q2 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.