Mather Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Mather Group’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$402K	Hold	1,168	–	–	﹤0.01%	601
2026 Q2	$395K	Hold	1,168	–	–	﹤0.01%	597
2026 Q1	$345K	Hold	1,168	–	–	﹤0.01%	584
2025 Q4	$361K	Hold	1,168	–	–	﹤0.01%	476
2025 Q3	$353K	Hold	1,168	–	–	﹤0.01%	472
2025 Q2	$328K	Hold	1,168	–	–	﹤0.01%	477
2025 Q1	$296K	Sell	1,168 -71	-6%	-$19K	﹤0.01%	493
2024 Q4	$331K	Hold	1,239	–	–	﹤0.01%	452
2024 Q3	$322K	Sell	1,239 -1,645	-57%	-$412K	﹤0.01%	452
2024 Q2	$687K	Buy	2,884 +1,914	+197%	+$455K	0.01%	346
2024 Q1	$210K	Hold	970	–	–	﹤0.01%	513
2023 Q4	$210K	Sell	970 -240	-20%	-$48.6K	﹤0.01%	533
2023 Q3	$236K	Hold	1,210	–	–	﹤0.01%	492
2023 Q2	$244K	Hold	1,210	–	–	﹤0.01%	503
2023 Q1	$225K	Hold	1,210	–	–	﹤0.01%	464
2022 Q4	$211K	Sell	1,210 -77	-6%	-$13.5K	﹤0.01%	454
2022 Q3	$210K	Buy	+1,287	New	+$233K	﹤0.01%	441

Other funds holding VONE

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Mather Group's VONE Position: Q3 2026 in Review

Mather Group held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2026 at 1,168 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Mather Group first reported a position in VONE in Q3 2022 and has held it in 17 quarters since. The position peaked at $687K in Q2 2024. 111 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Mather Group held 1,168 shares of Vanguard Russell 1000 ETF worth $402K as of Q3 2026.
Mather Group left its Vanguard Russell 1000 ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #601 holding.
Mather Group first reported a position in Vanguard Russell 1000 ETF in Q3 2022 and has held it in 17 quarters since.
Mather Group's Vanguard Russell 1000 ETF position peaked at $687K in Q2 2024.
111 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

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