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Mather Group’s Vanguard 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
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 		$7.01M 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 		$4.95M 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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mather Group's VO Position: Q1 2026 in Review

Mather Group increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q1 2026, buying an estimated $571K and bringing the position to 78,652 shares worth $5.65M. The position accounts for 0.06% of the portfolio, ranked #123.

Mather Group first reported a position in VO in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.01M in Q2 2022. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Mather Group held 78,652 shares of Vanguard Mid-Cap ETF worth $5.65M as of Q1 2026.
  • Mather Group bought 7,684 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $571K.
  • Vanguard Mid-Cap ETF made up 0.06% of Mather Group's portfolio in Q1 2026, its #123 holding.
  • Mather Group first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Mather Group's Vanguard Mid-Cap ETF position peaked at $7.01M in Q2 2022.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.