VMBS — VANGUARD SCOTTSDALE FDS MORTG-BACK SEC

Ownership history in MATHER GROUP, LLC.  ·  41 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD SCOTTSDALE FDS MORTG-BACK SEC (VMBS). 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
9.6% (2020 Q1)
Avg. % of fund
5.96%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,024,424 +245,905 +3.6% 3.41% $330.7M $46.76
2025 Q3 ADDED 6,778,519 +307,671 +4.8% 3.21% $318.3M $46.00
2025 Q2 ADDED 6,470,848 +6,364,981 +6012.2% 3.20% $299.9M $44.91
2025 Q1 REDUCED 105,867 -26,495 -20.0% 0.06% $4.9M $44.38
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VMBS price (monthly, adj. close)

Other funds also holding VMBS

As of 2025 Q4 — sorted by position size

POWER WEALTH MANAGEMENT LLC 11.49% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 8.7% Bell Investment Advisors, Inc 3Y 7.74% Evergreen Advisors, LLC 3Y 7Y 7.64% Family CFO Inc 3Y 6.6% Cravens & Co Advisors, LLC 3Y 6.55% Angeles Investment Advisors, LLC 3Y 7Y 6.04% Mendota Financial Group, LLC 3Y 5.92% Dynamic Wealth Strategies, LLC 5.4% Windward Private Wealth Management Inc. 3Y 5.39%
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