VPU VANGUARD WORLD FDS

Ownership history in MATHER GROUP, LLC.  ·  14 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD WORLD FDS (VPU). 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
0.0%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 906 -76 -7.7% 0.00% $172K $188.03
2025 Q1 REDUCED 982 -174 -15.1% 0.00% $168K $167.28
2024 Q4 REDUCED 1,156 -449 -28.0% 0.00% $189K $158.89
2024 Q3 REDUCED 1,605 -560 -25.9% 0.00% $279K $167.92
2024 Q2 ADDED 2,165 +300 +16.1% 0.00% $309K $141.63
2024 Q1 UNCHANGED 1,865 0% 0.00% $256K $135.39
2023 Q4 REDUCED 1,865 -293 -13.6% 0.00% $256K $129.13
2023 Q3 REDUCED 2,158 -70 -3.1% 0.00% $275K $119.01
2023 Q2 ADDED 2,228 +234 +11.7% 0.01% $317K $131.44
2023 Q1 ADDED 1,994 +159 +8.7% 0.01% $294K $135.31
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VPU price (monthly, adj. close)
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