Ownership history in MATHER GROUP, LLC. · 29 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD INDEX FDS (VUG). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 487,825 | -1,040 | -0.2% | 2.45% | $238.0M | $487.86 |
| 2025 Q3 | REDUCED | 488,865 | -59,558 | -10.9% | 2.37% | $234.5M | $479.12 |
| 2025 Q2 | ADDED | 548,423 | +17,575 | +3.3% | 2.57% | $240.4M | $437.49 |
| 2025 Q1 | ADDED | 530,848 | +15,514 | +3.0% | 2.28% | $196.8M | $369.62 |
| 2024 Q4 | REDUCED | 515,334 | -55,398 | -9.7% | 2.74% | $211.5M | $408.58 |
| 2024 Q3 | REDUCED | 570,732 | -23,602 | -4.0% | 2.81% | $219.1M | $381.70 |
| 2024 Q2 | ADDED | 594,334 | +25,068 | +4.4% | 2.52% | $204.6M | $371.40 |
| 2024 Q1 | REDUCED | 569,266 | -3,218 | -0.6% | 2.79% | $177.0M | $341.38 |
| 2023 Q4 | ADDED | 572,484 | +12,333 | +2.2% | 2.79% | $178.0M | $307.92 |
| 2023 Q3 | REDUCED | 560,151 | -41,700 | -6.9% | 2.71% | $152.5M | $269.20 |
As of 2025 Q4 — sorted by position size