Mather Group
VNQ icon

Mather Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Mather Group’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$725K Buy
8,093
+247
+3% +$23.9K 0.01% 451
2026
Q2 		$757K Sell
7,846
-1,604
-17% -$153K 0.01% 442
2026
Q1 		$838K Sell
9,450
-246
-3% -$22.6K 0.01% 370
2025
Q4 		$858K Sell
9,696
-1,017
-9% -$91.4K 0.01% 310
2025
Q3 		$979K Sell
10,713
-176
-2% -$16K 0.01% 278
2025
Q2 		$970K Sell
10,889
-1,383
-11% -$122K 0.01% 267
2025
Q1 		$1.11M Sell
12,272
-556
-4% -$50.5K 0.01% 243
2024
Q4 		$1.14M Buy
12,828
+1,754
+16% +$166K 0.01% 230
2024
Q3 		$1.08M Sell
11,074
-17,434
-61% -$1.61M 0.01% 235
2024
Q2 		$2.47M Sell
28,508
-793
-3% -$65.5K 0.03% 163
2024
Q1 		$2.59M Sell
29,301
-817
-3% -$69.8K 0.04% 143
2023
Q4 		$2.66M Sell
30,118
-5,856
-16% -$464K 0.04% 144
2023
Q3 		$2.72M Sell
35,974
-88
-0.2% -$7.26K 0.05% 133
2023
Q2 		$3.01M Sell
36,062
-5,290
-13% -$433K 0.05% 135
2023
Q1 		$3.43M Buy
41,352
+333
+0.8% +$28.6K 0.06% 101
2022
Q4 		$3.38M Buy
41,019
+751
+2% +$62.3K 0.07% 100
2022
Q3 		$3.23M Sell
40,268
-3,552
-8% -$332K 0.07% 98
2022
Q2 		$3.99M Buy
43,820
+21,337
+95% +$2.13M 0.09% 84
2022
Q1 		$2.44M Buy
22,483
+12,165
+118% +$1.29M 0.05% 102
2021
Q4 		$1.2M Buy
10,318
+7,901
+327% +$863K 0.02% 135
2021
Q3 		$246K Sell
2,417
-1,527
-39% -$162K 0.01% 247
2021
Q2 		$401K Buy
+3,944
New +$391K 0.01% 181
2021
Q1 		– Sell
-2,477
Closed -$210K – 283
2020
Q4 		$210K Sell
2,477
-6,296
-72% -$522K 0.01% 235
2020
Q3 		$693K Sell
8,773
-11,015
-56% -$884K 0.03% 111
2020
Q2 		$1.55M Sell
19,788
-3,531
-15% -$268K 0.07% 67
2020
Q1 		$1.63M Sell
23,319
-1,707
-7% -$150K 0.11% 54
2019
Q4 		$2.32M Buy
+25,026
New +$2.32M 0.15% 51

Other funds holding VNQ

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Mather Group's VNQ Position: Q3 2026 in Review

Mather Group increased its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q3 2026, buying an estimated $23.9K and bringing the position to 8,093 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #451.

Mather Group first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.99M in Q2 2022. 528 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Mather Group held 8,093 shares of Vanguard Real Estate ETF worth $725K as of Q3 2026.
  • Mather Group bought 247 Vanguard Real Estate ETF shares in Q3 2026, an estimated $23.9K.
  • Vanguard Real Estate ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #451 holding.
  • Mather Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Mather Group's Vanguard Real Estate ETF position peaked at $3.99M in Q2 2022.
  • 528 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

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