VDC — VANGUARD WORLD FDS

Ownership history in MATHER GROUP, LLC.  ·  15 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD WORLD FDS (VDC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2022 Q1)
Avg. % of fund
0.01%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,599 +1 +0.1% 0.00% $342K $212.51
2025 Q2 ADDED 1,598 +10 +0.6% 0.00% $350K $216.61
2025 Q1 ADDED 1,588 +17 +1.1% 0.00% $348K $215.20
2024 Q4 REDUCED 1,571 -305 -16.3% 0.00% $332K $206.75
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VDC price (monthly, adj. close)

Other funds also holding VDC

As of 2025 Q4 — sorted by position size

Compass Financial Group, INC/SD 3Y 13.61% Blackston Financial Advisory Group, LLC 3Y 5.73% Beacon Capital Management, Inc. 3Y 7Y 5.11% Richmond Brothers, Inc. 3Y 4.07% Blankinship & Foster, LLC 3Y 7Y 3.67% SELDON CAPITAL LP 3Y 3.48% Weitzel Financial Services, Inc. 3Y 3.06% HC Advisors, LLC 3Y 2.96% SOUTHERN CAPITAL SERVICES INC /ADV 2.95% Marotta Asset Management 3Y 2.91%
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