Mather Group
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Mather Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Mather Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.49M Buy
82,750
+3,913
+5% +$318K 0.06% 148
2026
Q2 		$6.35M Buy
78,837
+185
+0.2% +$14.3K 0.06% 138
2026
Q1 		$5.65M Buy
78,652
+7,684
+11% +$571K 0.06% 123
2025
Q4 		$5.15M Buy
70,968
+40
+0.1% +$2.91K 0.05% 120
2025
Q3 		$5.21M Sell
70,928
-388
-0.5% -$27.9K 0.05% 122
2025
Q2 		$4.99M Sell
71,316
-920
-1% -$60.4K 0.05% 116
2025
Q1 		$4.67M Buy
72,236
+2,504
+4% +$168K 0.05% 117
2024
Q4 		$4.6M Buy
69,732
+1,144
+2% +$77.7K 0.06% 116
2024
Q3 		$4.52M Sell
68,588
-10,868
-14% -$682K 0.06% 117
2024
Q2 		$4.96M Buy
79,456
+12,912
+19% +$785K 0.06% 122
2024
Q1 		$3.87M Hold
66,544
– – 0.06% 109
2023
Q4 		$3.87M Sell
66,544
-5,316
-7% -$284K 0.06% 111
2023
Q3 		$3.74M Sell
71,860
-7,512
-9% -$412K 0.07% 107
2023
Q2 		$4.37M Buy
79,372
+8,612
+12% +$451K 0.07% 103
2023
Q1 		$3.73M Buy
70,760
+660
+0.9% +$35.1K 0.07% 98
2022
Q4 		$3.57M Sell
70,100
-45,576
-39% -$2.32M 0.07% 99
2022
Q3 		$5.44M Sell
115,676
-26,768
-19% -$1.4M 0.12% 78
2022
Q2 		$7.02M Buy
142,444
+83,204
+140% +$4.5M 0.16% 63
2022
Q1 		$3.52M Sell
59,240
-18,392
-24% -$1.08M 0.07% 87
2021
Q4 		$4.94M Buy
77,632
+66,580
+602% +$4.17M 0.1% 69
2021
Q3 		$654K Sell
11,052
-184
-2% -$11.1K 0.02% 143
2021
Q2 		$667K Sell
11,236
-1,296
-10% -$75.1K 0.02% 139
2021
Q1 		$693K Buy
12,532
+1,296
+12% +$70.3K 0.02% 123
2020
Q4 		$581K Buy
11,236
+92
+0.8% +$4.46K 0.02% 124
2020
Q3 		$491K Buy
+11,144
New +$486K 0.02% 137

Other funds holding VO

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Mather Group's VO Position: Q3 2026 in Review

Mather Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5% in Q3 2026, buying an estimated $318K and bringing the position to 82,750 shares worth $6.49M. The position accounts for 0.06% of the portfolio, ranked #148.

Mather Group first reported a position in VO in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.02M in Q2 2022. 630 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Mather Group held 82,750 shares of Vanguard Morningstar Mid-Cap ETF worth $6.49M as of Q3 2026.
  • Mather Group bought 3,913 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $318K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Mather Group's portfolio in Q3 2026, its #148 holding.
  • Mather Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • Mather Group's Vanguard Morningstar Mid-Cap ETF position peaked at $7.02M in Q2 2022.
  • 630 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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