Mather Group
VSS icon

Mather Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Mather Group’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21M Sell
135,561
-366
-0.3% -$57.2K 0.18% 61
2026
Q2 		$21M Sell
135,927
-405
-0.3% -$63.5K 0.18% 61
2026
Q1 		$19.9M Buy
136,332
+681
+0.5% +$103K 0.2% 52
2025
Q4 		$19.4M Sell
135,651
-1,350
-1% -$192K 0.2% 53
2025
Q3 		$19.5M Sell
137,001
-2,517
-2% -$349K 0.2% 51
2025
Q2 		$18.7M Sell
139,518
-18,355
-12% -$2.26M 0.2% 49
2025
Q1 		$18.3M Buy
157,873
+1,231
+0.8% +$143K 0.21% 48
2024
Q4 		$17.9M Buy
156,642
+5,148
+3% +$619K 0.23% 50
2024
Q3 		$19.1M Buy
151,494
+4,640
+3% +$559K 0.25% 49
2024
Q2 		$17.2M Sell
146,854
-341
-0.2% -$40K 0.21% 52
2024
Q1 		$16.9M Sell
147,195
-668
-0.5% -$75.6K 0.27% 36
2023
Q4 		$17M Sell
147,863
-16,798
-10% -$1.81M 0.27% 36
2023
Q3 		$17.5M Buy
164,661
+7,173
+5% +$796K 0.31% 32
2023
Q2 		$17.4M Sell
157,488
-3,291
-2% -$363K 0.28% 38
2023
Q1 		$17.6M Sell
160,779
-598
-0.4% -$65K 0.31% 33
2022
Q4 		$16.6M Sell
161,377
-10,376
-6% -$1.04M 0.32% 34
2022
Q3 		$15.9M Buy
171,753
+75,984
+79% +$7.9M 0.34% 33
2022
Q2 		$9.9M Buy
95,769
+26,667
+39% +$3.02M 0.23% 54
2022
Q1 		$8.56M Buy
69,102
+19,246
+39% +$2.41M 0.17% 56
2021
Q4 		$6.68M Sell
49,856
-1,475
-3% -$200K 0.13% 62
2021
Q3 		$6.86M Sell
51,331
-482
-0.9% -$66.3K 0.17% 52
2021
Q2 		$7.07M Sell
51,813
-604
-1% -$81.7K 0.18% 48
2021
Q1 		$6.73M Sell
52,417
-1,273
-2% -$161K 0.19% 46
2020
Q4 		$6.54M Sell
53,690
-786
-1% -$88.9K 0.21% 43
2020
Q3 		$5.74M Buy
54,476
+110
+0.2% +$11.5K 0.23% 43
2020
Q2 		$5.25M Sell
54,366
-12,587
-19% -$1.12M 0.24% 39
2020
Q1 		$5.24M Buy
66,953
+20,504
+44% +$2.04M 0.37% 31
2019
Q4 		$5.16M Sell
46,449
-641
-1% -$68.4K 0.32% 38
2019
Q3 		$4.8M Sell
47,090
-945
-2% -$96.9K 0.35% 34
2019
Q2 		$5.06M Sell
48,035
-1,259
-3% -$131K 0.41% 24
2019
Q1 		$5.13M Sell
49,294
-1,871
-4% -$190K 0.43% 23
2018
Q4 		$4.84M Buy
+51,165
New +$5.19M 0.44% 22

Other funds holding VSS

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Mather Group's VSS Position: Q3 2026 in Review

Mather Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.27% in Q3 2026, selling an estimated $57.2K and leaving 135,561 shares worth $21M. The position accounts for 0.18% of the portfolio, ranked #61.

Mather Group first reported a position in VSS in Q4 2018 and has held it in 32 quarters since. 142 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Mather Group held 135,561 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $21M as of Q3 2026.
  • Mather Group sold 366 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $57.2K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.18% of Mather Group's portfolio in Q3 2026, its #61 holding.
  • Mather Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 32 quarters since.
  • 142 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

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