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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
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 		$7.01M 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mather Group's VO Position: Q2 2026 in Review

Mather Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.24% in Q2 2026, buying an estimated $14.3K and bringing the position to 78,837 shares worth $6.35M. The position accounts for 0.06% of the portfolio, ranked #138.

Mather Group first reported a position in VO in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.01M in Q2 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Mather Group held 78,837 shares of Vanguard Morningstar Mid-Cap ETF worth $6.35M as of Q2 2026.
  • Mather Group bought 185 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of Mather Group's portfolio in Q2 2026, its #138 holding.
  • Mather Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Mather Group's Vanguard Morningstar Mid-Cap ETF position peaked at $7.01M in Q2 2022.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.