Mather Group
VTEB icon

Mather Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mather Group’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$50.6M Buy
1,067,502
+25,431
+2% +$1.25M 0.43% 36
2026
Q2 		$52.7M Buy
1,042,071
+49,494
+5% +$2.49M 0.46% 32
2026
Q1 		$49.5M Buy
992,577
+49,598
+5% +$2.5M 0.49% 32
2025
Q4 		$47.4M Buy
942,979
+50,260
+6% +$2.53M 0.49% 32
2025
Q3 		$44.7M Buy
892,719
+27,319
+3% +$1.34M 0.45% 33
2025
Q2 		$42.4M Sell
865,400
-109,680
-11% -$5.36M 0.45% 32
2025
Q1 		$48.4M Buy
975,080
+12,356
+1% +$618K 0.56% 27
2024
Q4 		$48.3M Buy
962,724
+23,398
+2% +$1.18M 0.63% 28
2024
Q3 		$48M Buy
939,326
+25,698
+3% +$1.3M 0.62% 28
2024
Q2 		$46.2M Buy
913,628
+65,393
+8% +$3.27M 0.57% 26
2024
Q1 		$43.3M Sell
848,235
-1,768
-0.2% -$89.6K 0.68% 22
2023
Q4 		$43.4M Buy
850,003
+344,724
+68% +$16.9M 0.68% 23
2023
Q3 		$24.3M Buy
505,279
+60,558
+14% +$3M 0.43% 30
2023
Q2 		$22.3M Sell
444,721
-15,051
-3% -$756K 0.36% 33
2023
Q1 		$23.3M Buy
459,772
+37,024
+9% +$1.86M 0.41% 29
2022
Q4 		$20.9M Sell
422,748
-4,010
-0.9% -$196K 0.4% 30
2022
Q3 		$20.5M Buy
426,758
+103,511
+32% +$5.17M 0.44% 28
2022
Q2 		$16.1M Buy
323,247
+45,608
+16% +$2.29M 0.37% 29
2022
Q1 		$14.3M Sell
277,639
-89,871
-24% -$4.78M 0.28% 35
2021
Q4 		$20.2M Buy
367,510
+44,621
+14% +$2.45M 0.4% 28
2021
Q3 		$17.7M Buy
322,889
+27,997
+9% +$1.55M 0.43% 26
2021
Q2 		$16.3M Buy
294,892
+35,233
+14% +$1.94M 0.41% 24
2021
Q1 		$14.2M Buy
259,659
+34,901
+16% +$1.92M 0.4% 22
2020
Q4 		$12.4M Buy
224,758
+32,475
+17% +$1.77M 0.4% 22
2020
Q3 		$10.5M Buy
192,283
+47,625
+33% +$2.6M 0.41% 23
2020
Q2 		$7.83M Sell
144,658
-35,718
-20% -$1.9M 0.36% 26
2020
Q1 		$9.5M Sell
180,376
-14,322
-7% -$767K 0.67% 23
2019
Q4 		$10.4M Buy
194,698
+18,533
+11% +$992K 0.65% 18
2019
Q3 		$9.45M Buy
176,165
+6,293
+4% +$337K 0.69% 18
2019
Q2 		$9.02M Buy
169,872
+24,477
+17% +$1.29M 0.73% 18
2019
Q1 		$7.58M Buy
145,395
+29,224
+25% +$1.5M 0.63% 20
2018
Q4 		$5.93M Buy
116,171
+36,354
+46% +$1.83M 0.54% 20
2018
Q3 		$4.03M Buy
+79,817
New +$4.06M 0.36% 18

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Mather Group's VTEB Position: Q3 2026 in Review

Mather Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.4% in Q3 2026, buying an estimated $1.25M and bringing the position to 1,067,502 shares worth $50.6M. The position accounts for 0.43% of the portfolio, ranked #36.

Mather Group first reported a position in VTEB in Q3 2018 and has held it in 33 quarters since. The position peaked at $52.7M in Q2 2026. 327 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Mather Group held 1,067,502 shares of Vanguard Tax-Exempt Bond Index Fund worth $50.6M as of Q3 2026.
  • Mather Group bought 25,431 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.25M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.43% of Mather Group's portfolio in Q3 2026, its #36 holding.
  • Mather Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and has held it in 33 quarters since.
  • Mather Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $52.7M in Q2 2026.
  • 327 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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