Mather Group’s Vanguard Energy ETF VDE Stock Holding History

Mather Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$187K	Buy	1,088 +413	+61%	+$70.6K	﹤0.01%	811
2026 Q2	$101K	Hold	675	–	–	﹤0.01%	944
2026 Q1	$117K	Buy	+675	New	+$102K	﹤0.01%	856
2025 Q4	–	Sell	-262	Closed	-$33K	–	1605
2025 Q3	$33K	Buy	+262	New	+$32.3K	﹤0.01%	1001
2025 Q2	–	Sell	-261	Closed	-$33.9K	–	1671
2025 Q1	$33.9K	Buy	261 +86	+49%	+$10.9K	﹤0.01%	967
2024 Q4	$21.2K	Hold	175	–	–	﹤0.01%	1068
2024 Q3	$21.4K	Sell	175 -178	-50%	-$22.3K	﹤0.01%	1052
2024 Q2	$46.5K	Buy	353 +48	+16%	+$6.25K	﹤0.01%	1018
2024 Q1	$35.8K	Buy	+305	New	+$36.6K	﹤0.01%	938
2023 Q4	–	Sell	-2,232	Closed	-$283K	–	578
2023 Q3	$283K	Buy	+2,232	New	+$273K	0.01%	452

Other funds holding VDE

BCMIO

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UFA

Uptown Financial Advisors Dallas, Texas $140M AUM 12.95% 1-Year Est. Return

Mather Group's VDE Position: Q3 2026 in Review

Mather Group increased its Vanguard Energy ETF (VDE) stake by 61% in Q3 2026, buying an estimated $70.6K and bringing the position to 1,088 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Mather Group first reported a position in VDE in Q3 2023 and has held it in 10 quarters since. The position peaked at $283K in Q3 2023. 111 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Mather Group held 1,088 shares of Vanguard Energy ETF worth $187K as of Q3 2026.
Mather Group bought 413 Vanguard Energy ETF shares in Q3 2026, an estimated $70.6K.
Vanguard Energy ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #811 holding.
Mather Group first reported a position in Vanguard Energy ETF in Q3 2023 and has held it in 10 quarters since.
Mather Group's Vanguard Energy ETF position peaked at $283K in Q3 2023.
111 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

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