Mather Group
VPU icon

Mather Group’s Vanguard Utilities ETF VPU Stock Holding History

Mather Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$166K Buy
973
+117
+14% +$22K ﹤0.01% 837
2026
Q2 		$168K Hold
856
– – ﹤0.01% 815
2026
Q1 		$170K Buy
+856
New +$166K ﹤0.01% 771
2025
Q4 		– Sell
-906
Closed -$172K – 1625
2025
Q3 		$172K Buy
+906
New +$166K ﹤0.01% 664
2025
Q2 		– Sell
-982
Closed -$168K – 1693
2025
Q1 		$168K Sell
982
-174
-15% -$29.4K ﹤0.01% 642
2024
Q4 		$189K Sell
1,156
-449
-28% -$76.8K ﹤0.01% 586
2024
Q3 		$279K Sell
1,605
-560
-26% -$90K ﹤0.01% 483
2024
Q2 		$309K Buy
2,165
+300
+16% +$44.7K ﹤0.01% 523
2024
Q1 		$256K Hold
1,865
– – ﹤0.01% 473
2023
Q4 		$256K Sell
1,865
-293
-14% -$38.7K ﹤0.01% 486
2023
Q3 		$275K Sell
2,158
-70
-3% -$9.8K ﹤0.01% 457
2023
Q2 		$317K Buy
2,228
+234
+12% +$34.3K 0.01% 445
2023
Q1 		$294K Buy
1,994
+159
+9% +$23.5K 0.01% 399
2022
Q4 		$281K Sell
1,835
-70
-4% -$10.4K 0.01% 397
2022
Q3 		$271K Sell
1,905
-260
-12% -$41.4K 0.01% 392
2022
Q2 		$330K Sell
2,165
-782
-27% -$123K 0.01% 294
2022
Q1 		$477K Buy
+2,947
New +$446K 0.01% 273

Other funds holding VPU

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Mather Group's VPU Position: Q3 2026 in Review

Mather Group increased its Vanguard Utilities ETF (VPU) stake by 14% in Q3 2026, buying an estimated $22K and bringing the position to 973 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Mather Group first reported a position in VPU in Q1 2022 and has held it in 17 quarters since. The position peaked at $477K in Q1 2022. 185 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Mather Group held 973 shares of Vanguard Utilities ETF worth $166K as of Q3 2026.
  • Mather Group bought 117 Vanguard Utilities ETF shares in Q3 2026, an estimated $22K.
  • Vanguard Utilities ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #837 holding.
  • Mather Group first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's Vanguard Utilities ETF position peaked at $477K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

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