Mather Group
VOO icon

Mather Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Mather Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.4M Sell
69,016
-309
-0.4% -$216K 0.41% 38
2026
Q2 		$47.6M Buy
69,325
+973
+1% +$649K 0.42% 39
2026
Q1 		$40.8M Buy
68,352
+1,837
+3% +$1.15M 0.41% 36
2025
Q4 		$41.7M Buy
66,515
+649
+1% +$403K 0.43% 34
2025
Q3 		$40.3M Buy
65,866
+282
+0.4% +$166K 0.41% 36
2025
Q2 		$37.3M Buy
65,584
+2,259
+4% +$1.19M 0.4% 35
2025
Q1 		$32.5M Buy
63,325
+1,018
+2% +$550K 0.38% 35
2024
Q4 		$33.6M Buy
62,307
+281
+0.5% +$152K 0.44% 34
2024
Q3 		$32.7M Sell
62,026
-13,159
-18% -$6.69M 0.42% 34
2024
Q2 		$36.1M Buy
75,185
+62,310
+484% +$30M 0.45% 30
2024
Q1 		$5.62M Sell
12,875
-1,059
-8% -$485K 0.09% 85
2023
Q4 		$6.09M Buy
13,934
+4,053
+41% +$1.66M 0.1% 86
2023
Q3 		$3.88M Sell
9,881
-46,655
-83% -$19.1M 0.07% 104
2023
Q2 		$23M Buy
56,536
+41,663
+280% +$16.1M 0.37% 32
2023
Q1 		$5.59M Buy
14,873
+5,803
+64% +$2.13M 0.1% 80
2022
Q4 		$3.19M Sell
9,070
-8
-0.1% -$2.83K 0.06% 104
2022
Q3 		$2.98M Buy
9,078
+607
+7% +$222K 0.06% 104
2022
Q2 		$2.94M Buy
8,471
+198
+2% +$74.6K 0.07% 99
2022
Q1 		$3.44M Buy
8,273
+370
+5% +$151K 0.07% 88
2021
Q4 		$3.45M Buy
7,903
+4,809
+155% +$2.03M 0.07% 77
2021
Q3 		$1.22M Buy
3,094
+1,571
+103% +$637K 0.03% 104
2021
Q2 		$599K Buy
1,523
+52
+4% +$20K 0.02% 145
2021
Q1 		$536K Buy
1,471
+122
+9% +$43.3K 0.02% 144
2020
Q4 		$464K Buy
1,349
+544
+68% +$177K 0.02% 143
2020
Q3 		$248K Buy
+805
New +$245K 0.01% 201

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Mather Group's VOO Position: Q3 2026 in Review

Mather Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.45% in Q3 2026, selling an estimated $216K and leaving 69,016 shares worth $48.4M. The position accounts for 0.41% of the portfolio, ranked #38.

Mather Group first reported a position in VOO in Q3 2020 and has held it in 25 quarters since. 1,346 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Mather Group held 69,016 shares of Vanguard S&P 500 ETF worth $48.4M as of Q3 2026.
  • Mather Group sold 309 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $216K.
  • Vanguard S&P 500 ETF made up 0.41% of Mather Group's portfolio in Q3 2026, its #38 holding.
  • Mather Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 25 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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