Mather Group
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Mather Group’s Vanguard Morningstar 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
Q3 		$4.9M Buy
17,211
+364
+2% +$108K 0.04% 176
2026
Q2 		$5.11M Sell
16,847
-44
-0.3% -$12.6K 0.04% 158
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% +$34.2K 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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Mather Group's VB Position: Q3 2026 in Review

Mather Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q3 2026, buying an estimated $108K and bringing the position to 17,211 shares worth $4.9M. The position accounts for 0.04% of the portfolio, ranked #176.

Mather Group first reported a position in VB in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.3M in Q2 2024. 529 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Mather Group held 17,211 shares of Vanguard Morningstar Small-Cap ETF worth $4.9M as of Q3 2026.
  • Mather Group bought 364 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $108K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Mather Group's portfolio in Q3 2026, its #176 holding.
  • Mather Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • Mather Group's Vanguard Morningstar Small-Cap ETF position peaked at $5.3M in Q2 2024.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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