Mather Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Mather Group’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.5K	Hold	70	–	–	﹤0.01%	1373
2026 Q2	$27.8K	Hold	70	–	–	﹤0.01%	1255
2026 Q1	$25.1K	Buy	+70	New	+$27K	﹤0.01%	1228
2025 Q4	–	Sell	-70	Closed	-$27.7K	–	1602
2025 Q3	$27.7K	Buy	+70	New	+$26.7K	﹤0.01%	1049
2025 Q2	–	Sell	-70	Closed	-$22.8K	–	1669
2025 Q1	$22.8K	Hold	70	–	–	﹤0.01%	1064
2024 Q4	$26.3K	Hold	70	–	–	﹤0.01%	1016
2024 Q3	$23.8K	Sell	70 -320	-82%	-$102K	﹤0.01%	1031
2024 Q2	$124K	Buy	390 +320	+457%	+$98K	﹤0.01%	749
2024 Q1	$21.3K	Buy	+70	New	+$21.4K	﹤0.01%	1049

Other funds holding VCR

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $241M AUM

Mather Group's VCR Position: Q3 2026 in Review

Mather Group held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 70 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Mather Group first reported a position in VCR in Q1 2024 and has held it in 9 quarters since. The position peaked at $124K in Q2 2024. 130 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Mather Group held 70 shares of Vanguard Consumer Discretionary ETF worth $25.5K as of Q3 2026.
Mather Group left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1373 holding.
Mather Group first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's Vanguard Consumer Discretionary ETF position peaked at $124K in Q2 2024.
130 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

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