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Mather Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Mather Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Sell
8,169
-1,977
-19% -$369K 0.02% 267
2025
Q4 		$1.8M Sell
10,146
-14
-0.1% -$2.45K 0.02% 212
2025
Q3 		$1.77M Sell
10,160
-808
-7% -$137K 0.02% 211
2025
Q2 		$1.8M Buy
10,968
+89
+0.8% +$14.1K 0.02% 200
2025
Q1 		$1.75M Buy
10,879
+403
+4% +$65.9K 0.02% 188
2024
Q4 		$1.69M Sell
10,476
-122
-1% -$20.6K 0.02% 178
2024
Q3 		$1.78M Sell
10,598
-10
-0.1% -$1.59K 0.02% 174
2024
Q2 		$1.65M Buy
10,608
+908
+9% +$138K 0.02% 207
2024
Q1 		$1.41M Sell
9,700
-44
-0.5% -$6.46K 0.02% 180
2023
Q4 		$1.41M Buy
9,744
+2,685
+38% +$361K 0.02% 186
2023
Q3 		$924K Sell
7,059
-478
-6% -$66.2K 0.02% 225
2023
Q2 		$1.04M Buy
7,537
+1,061
+16% +$141K 0.02% 227
2023
Q1 		$868K Hold
6,476
– – 0.02% 235
2022
Q4 		$876K Sell
6,476
-1
-0% -$134 0.02% 230
2022
Q3 		$789K Buy
+6,477
New +$877K 0.02% 229
2022
Q2 		– Sell
-6,620
Closed -$991K – 478
2022
Q1 		$991K Sell
6,620
-8
-0.1% -$1.18K 0.02% 171
2021
Q4 		$996K Buy
+6,628
New +$973K 0.02% 147

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's VOE Position: Q1 2026 in Review

Mather Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 19% in Q1 2026, selling an estimated $369K and leaving 8,169 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #267.

Mather Group first reported a position in VOE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.8M in Q2 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Mather Group held 8,169 shares of Vanguard Mid-Cap Value ETF worth $1.51M as of Q1 2026.
  • Mather Group sold 1,977 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $369K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #267 holding.
  • Mather Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Mather Group's Vanguard Mid-Cap Value ETF position peaked at $1.8M in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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