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Mather Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mather Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.05M Sell
16,501
-770
-4% -$222K 0.04% 160
2026
Q1 		$4.44M Sell
17,271
-1,968
-10% -$540K 0.04% 143
2025
Q4 		$5.37M Sell
19,239
-5
-0% -$1.43K 0.06% 114
2025
Q3 		$5.65M Buy
19,244
+15
+0.1% +$4.33K 0.06% 115
2025
Q2 		$5.47M Sell
19,229
-507
-3% -$131K 0.06% 115
2025
Q1 		$4.83M Buy
19,736
+950
+5% +$247K 0.06% 113
2024
Q4 		$4.77M Hold
18,786
– – 0.06% 111
2024
Q3 		$4.57M Sell
18,786
-717
-4% -$167K 0.06% 115
2024
Q2 		$4.6M Buy
19,503
+3,214
+20% +$737K 0.06% 127
2024
Q1 		$3.58M Sell
16,289
-1,326
-8% -$297K 0.06% 114
2023
Q4 		$3.87M Buy
17,615
+1,952
+12% +$390K 0.06% 112
2023
Q3 		$3.05M Sell
15,663
-1,536
-9% -$314K 0.05% 119
2023
Q2 		$3.54M Buy
17,199
+1,407
+9% +$273K 0.06% 120
2023
Q1 		$3.08M Sell
15,792
-47
-0.3% -$9K 0.05% 113
2022
Q4 		$2.85M Buy
15,839
+55
+0.3% +$9.97K 0.05% 113
2022
Q3 		$2.69M Sell
15,784
-45
-0.3% -$8.52K 0.06% 109
2022
Q2 		$2.78M Sell
15,829
-32
-0.2% -$6.2K 0.06% 105
2022
Q1 		$3.53M Sell
15,861
-26
-0.2% -$5.74K 0.07% 86
2021
Q4 		$4.04M Buy
15,887
+13,751
+644% +$3.47M 0.08% 74
2021
Q3 		$505K Sell
2,136
-35
-2% -$8.47K 0.01% 170
2021
Q2 		$513K Buy
2,171
+35
+2% +$7.85K 0.01% 159
2021
Q1 		$458K Hold
2,136
– – 0.01% 158
2020
Q4 		$453K Buy
2,136
+844
+65% +$166K 0.01% 144
2020
Q3 		$233K Hold
1,292
– – 0.01% 209
2020
Q2 		$213K Buy
+1,292
New +$195K 0.01% 196
2020
Q1 		– Sell
-1,705
Closed -$271K – 183
2019
Q4 		$271K Buy
+1,705
New +$260K 0.02% 137
2019
Q3 		– Sell
-1,455
Closed -$217K – 78
2019
Q2 		$217K Hold
1,455
– – 0.02% 64
2019
Q1 		$208K Buy
+1,455
New +$196K 0.02% 69

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mather Group's VOT Position: Q2 2026 in Review

Mather Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.5% in Q2 2026, selling an estimated $222K and leaving 16,501 shares worth $5.05M. The position accounts for 0.04% of the portfolio, ranked #160.

Mather Group first reported a position in VOT in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.65M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Mather Group held 16,501 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.05M as of Q2 2026.
  • Mather Group sold 770 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Mather Group's portfolio in Q2 2026, its #160 holding.
  • Mather Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • Mather Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.65M in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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